On Wednesday, April 24, 2024, Closed-End Fund Advisors’ John Cole Scott held the quarterly closed-end fund, BDC Universe, interval funds update, IPO review, and outlook webinar to review the first quarter of 2024 and to look ahead to the rest of the year.
You can access the webinar by clicking on the link below.
https://cefadvisors.com/quarterly
You can access the slides from the webinar by clicking on the link below.
https://www.cefadvisors.com/Download/2024-0424-CEFUpdate-Outlook.pdf
John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, drills into first-quarter 2024 data for closed-end funds. He notes that while municipal-bond funds still couldn’t break out of their long-running slump, the first three months were a strong time for most closed-end funds (more than 90 percent were up for the period).
To listen to this episode of the NAVigator click on the link below.
https://aicalliance.org/john-cole-scott-gives-his-first-take-on-2024/
John Cole Scott, president of Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, appeared on the February 23, 2024 edition of The NAVigator, and looked at two asset classes that investors are turning to now for yields. While business development companies and municipal bond closed-end funds have low correlation, investors are looking at both asset types in order to raise yield levels in this market. Scott dug into his firm’s data to examine where the two asset classes stand and offered a few picks in each sector that he thinks are poised to handle the changing rate picture well for at least the rest of the year.
To listen to this episode of the NAVigator click on the link below.
https://aicalliance.org/examining-bdcs-and-muni-funds-and-deciding-between-the-two/
On Wednesday, February 21, 2024, Closed-End Fund Advisors’ John Cole Scott appeared on “In the Nasdaq” with InvestmentNews anchor Gregg Greenberg and discussed his outlook for BDCs and municipal bond closed-end funds in the face of lower interest rates. Click on the link below to listen to the interview.
You can access the interview by clicking below.
On Thursday, January 18, 2024, Closed-End Fund Advisors’ John Cole Scott held the quarterly closed-end fund, BDC Universe, interval funds update, IPO review, and outlook webinar to review the fourth quarter of 2023 and to look ahead to 2024.
You can access the webinar by clicking on the link below.
https://register.gotowebinar.com/register/2547032315198706010
You can access the slides from the webinar by clicking on the link below.
https://www.cefadvisors.com/Download/2024-0118-CEFUpdate-Outlook.pdf
John Cole Scott, president of Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, appeared on the January 5, 2024 edition of The NAVigator, and did his annual forecast for the year ahead, noting that he expects closed-end funds to outperform the general equity markets, and he expects a mild narrowing of discounts from current average levels of roughly 7 percent, noting that bond funds should benefit from changing interest rates. He also looks at shareholder activism, yields and more, before picking a few funds that he expects to be stellar performers in the new year.
To listen to this episode of the NAVigator click on the link below.
https://aicalliance.org/2024-look-ahead-john-cole-scott-on-what-the-new-year-holds-for-closed-end-funds/
John Cole Scott, president of Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, appeared on the December 29, 2023 edition of The NAVigator, and looked back at how the closed-end fund industry bounced back from the challenges of a terrible year in 2022, and how his forecasts from a year ago played out. He came out on the winning side of the ledger in his forecasts, but especially with his basket of five funds selected as likely winners for 2023.
To listen to this episode of the NAVigator click on the link below.
https://aicalliance.org/2023-year-in-review-closed-end-funds-bounce-back-but-leave-room-for-more/
John Cole Scott, President and Chief Investment Officer of Closed-End Fund Advisors, was quoted in Bloomberg. Click below to read what Mr. Scott had to say.
Click Below. Subscription May Be Required.
On December 15th, John Cole Scott sat down with Jane King to talk about the recent Santa Claus rally and his outlook for the next two weeks in closed-end funds.
They dug into the firm’s CEFData.com data and research on CEF discounts and seasonality nuance for investing in the space. This included discount analysis for the universe of CEF bond funds now vs. March 2022 when the Federal Reserve started aggressively raising interest rates.
Seasonal tax loss selling entry point for CEFs is more nuanced than the typical “Thanksgiving” answer most people give. He also hinted at his 2024 outlook which will be released on the NAVigator podcast January 6th, 2024.
Click on the link to watch the interview. https://vimeo.com/895067054
John Cole Scott, president of Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, appeared on the November 24, 2023 edition of The NAVigator, and tackled the biggest shopping day of the year closed-end fund style, talking about where discounts stand in general for the industry, but also hunting for year-end bargains and looking at three cases to determine whether the Black Friday sale on the fund is a real deal, an average play or a fake-out.
To listen to this episode of the NAVigator click on the link below.
https://aicalliance.org/lets-go-black-friday-discount-shopping-with-john-cole-scott/
cefadvisors 