Interval Funds – Finding Access, Income & Diversification

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.

In a high-rate, volatility-prone market, strategies emphasizing resilient, income-generating sectors and tactical asset allocation can potentially help investors secure attractive yield and weather changes. Gain insight into ClearBridge Investments’ strategy for equity and income from Portfolio Manager Peter Vanderlee.   A Franklin Templeton company, ClearBridge Investments is a sub-advisor to LMP Capital and Income Fund Inc. (SCD), which seeks total return with an emphasis on income.

Groundbreaking AI-powered initiatives are set to transform the healthcare landscape, potentially revolutionizing cancer research and healthcare investing. Gain insight into how new innovations may impact investment opportunities and Aberdeen Investments closed-end healthcare fund strategies for income and capital appreciation. Aberdeen Investments is a global specialist asset manager with a range of closed-end healthcare funds, each with a distinct focus and managed by seasoned professionals with deep expertise in the ever-evolving healthcare sector.

Ongoing market volatility may not surprise investors — but the potential of a multi-sector bond strategy to deliver reliable income might. In this episode, discover how a dynamic credit allocation can help investors manage risk and stay resilient from Mike Buchanan, Chief Investment Officer at Western Asset Management. A Franklin Templeton company, Western Asset Management is the investment advisor for the Western Asset Diversified Income Fund (WDI).