ASA – Opportunity in Junior Gold Mining Companies

Markets are volatile and investors are rethinking diversification. Axel Merk breaks down what’s driving today’s supply‑shock environment, why gold and miners still offer value, and how active management in junior mining can impact long‑term returns. Merk Investments focuses on gold, precious metals, and minerals, and is the Advisor to ASA Gold and Precious Metals Limited (ASA), a closed-end precious metals fund.

Public real estate now trades at compelling valuations, offering potential for improved returns as fundamentals strengthen. Mat Kirschner, Lead Portfolio Manager for the Cohen & Steers Quality Income Realty Fund (RQI), shares views on the real estate market, potential opportunities, and market outlook for 2026. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, focused on delivering attractive returns, income and diversification. Learn more about the Cohen & Steers Quality Income Realty Fund (RQI) here.

Catch up on global infrastructure with views on income strategies and the market outlook from industry experts.

Catch up on fixed income with views on income strategies and the market outlook from industry experts.

Catch up on equities and preferreds with views on income strategies and the market outlook from industry experts.

Catch up on interval funds with views on income strategies and the market outlook from industry experts.

Rising U.S. debt could elevate long-term yields while the Fed has cut short-term rates, signaling potential opportunities in credit markets for fixed income investors. Nuveen’s Mark Zheng, Portfolio Manager of the Nuveen Global High Income Fund (JGH), discusses the Fund’s strategy and the market outlook going into 2026. Nuveen, the investment manager of TIAA, offers a variety of investment solutions including closed-end funds. A fixed income closed-end fund, the Nuveen Global High Income Fund (JGH) seeks to deliver high current income through a diversified portfolio of global high-income securities.

Emerging market debt remains an important area for investors seeking consistent income and diversification. Western Asset Management’s Chris Kilpatrick, Portfolio Manager for the Western Asset Emerging Market Debt Fund (EMD), shares views on potential opportunities for investors, current market tailwinds and headwinds, and how emerging market debt can complement U.S.-centric portfolios.  A Franklin Templeton company, Western Asset Management is a leading global fixed-income manager with deep expertise across emerging markets.

Leading closed-end fund analyst Jeff Margolin with First Trust returns to CEF Insights to review the first half of 2025 and share views on the market ahead. First Trust is a leading provider of advisory services and investment products including closed-end and interval funds.

As investors seek higher-yield alternatives, direct lending-focused private credit strategies continue to dominate the growing interval fund marketplace – but Calamos Investments takes a differentiated approach. Discover how Calamos Aksia Alternative Credit and Income Fund (CAPIX) offers access to the full spectrum of private credit, and more views on the interval fund market from Senior Vice President & Portfolio Specialist Phil Bauer. Calamos Investments is a diversified global investment firm offering a variety of innovative investment strategies including CAPIX.