Jonathan Morgan of Canadian General Investments shares a perspective for investors on potential changes to the U.S.-Canada trade agreement.

"Real Advisor" Rand Spero of Lexington, MA, on finding creative ways to help clients manage their income and expenses in retirement.

Credit closed-end fund portfolio manager Chris Kilpatrick of Western Asset Management shares his view on the outlook for Emerging Markets.

"Real Advisor" with Jeff Fosselman of Relative Value Partners.

Closed-end fund investors continue to pursue income or regular cash flow, and in 2017 may find more strategies becoming available, says Anne Kritzmire of Nuveen.

What increased volatility could mean for small-cap investors.

Portfolio manager John Bellows of Western Asset Management shares a perspective on the global opportunity for investors.

Senior Investment Strategist Steve Lipper looks at the correlation of small-cap stock performance with rising interest rates.

When adding a CEF to a portfolio, consider how the fund’s strategy may fit your overall risk exposure, says Jonathan Morgan of Canadian General Investments.

CEF professionals highlight trends and opportunities including high-yield municipals, covered calls, corporate bonds and residential mortgage-backed securities.

Portfolio Manager Bill Hench explains how he finds opportunities, avoids value traps, and manages risk using his deep value strategy.

Closed-end funds present potential opportunities to investors this year despite “rate hikes on the horizon,” CEF professionals say..

Co-CIO Francis Gannon discusses the dramatic reversals in the small-cap asset class and how they could impact 2017.

In this video for The PMC Spotlight, Ryan Tagal, Director of Product Management at PMC, explains how advisors can help investors achieve both index returns and social priorities, and offers insight on innovations on the horizon for impact investors.

Director of Risk Management Gunjan Banati explains why rolling returns and risk-adjusted returns are more robust ways to look at fund performance.

Our recent research into the small-cap market shows a connection that many asset allocators may not be aware of.

Financially fit employees are happier, healthier, and more productive. Watch the video for the full story.

On the morning after the election, experts from Envestnet | PMC attempted to answer: Will a new president signal a change in markets? What will a new administration mean for portfolios? Where are the investing opportunities in the short and long-term? The webinar featured Tim Clift, Chief Investment Strategist, and Brandon Thomas, Chief Investment Officer at PMC, and Zachary Karabell, Head of Global Strategy at Envestnet.

Chuck Royce discusses the small-cap market today and why he believes the transition from growth to value will continue.

In this video for The PMC Spotlight, portfolio manager Ali Caffery talks about how to make an impact with the two key investor groups that stand to benefit significantly from the impending $30 trillion wealth transfer.

Portfolio Manager Steven McBoyle explains why he likes high-moat businesses with sustainable earnings power that have the capacity to reinvest.