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Fixed Income Investing After the Fed Rate Increase
CEFA speaks with John Bellows about the fixed income markets and the economic outlook after the Fed rate increase.

Energy MLPs: Looking Beyond the Headlines
A discussion on investing in energy Master Limited Partnerships (MLPs), the outlook and trends in the energy market, and the Trump presidency and other factors influencing the MLP space.

A Review of the Convertible Securities Market
The unique convertible structure offers much of the best of both the fixed income and equity worlds, although the opportunity is often overlooked by investors.

Will the Small-Cap Rally Continue?
Q&A discussion about why small-caps took off after the election, active and passive management, and the closed-end fund structure.

The ABCs of ABS
Asset-backed securities (ABS) finance pools of familiar asset types, such as auto loans, aircraft leases, credit card receivables, mortgages, and business loans. In one way or another, these asset types represent contractual obligations to pay.

How do CEFs Compare to Mutual Funds and ETFs?
Test your knowledge about key characteristics of a closed-end fund, mutual fund and exchange-traded fund.

Dispelling Common Closed-End Fund Myths
A great deal of misunderstanding remains over how CEFs are structured, traded and incorporated into an investment portfolio.


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The Benefits of Closed-End Funds
According to Jonathan Morgan, the closed-end fund isn’t really an asset class - it’s a structure. He shares some of the benefits this structure offers to investors, and comments on opportunities for income and portfolio diversification.

How to Maintain Success Amid Market Volatility
John Bellows comments on the tumult of the past few months and how he ensured his portfolios continued to perform well despite the volatility. He discusses whether he thinks inflation is a threat at the moment and explains some of the benefits of fixed income.

The Fables of Fixed Income
Global fixed income markets continue to expand and evolve. However, these fables illustrate that a common sense approach to bond investing remains timeless. Narrated by Sir Michael Gambon.

Exploring Closed-End Funds
Rennie McConnochie, Head of Global Banks at Aberdeen Asset Management, provides an overview of what makes CEFs unique and the opportunity they offer to investors.

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Results: Investor Poll on CEFs

CEFA conducted a brief poll on CEF usage through the website.

Advisor Survey: CEF Usage Reaches New High


Outlook: Fixed Income Investing After the Fed Rate Increase
John Bellows, PhD, CFA
Portfolio Manager
Western Asset

Energy MLPs: Looking Beyond the Headlines
Chris Eades
Managing Director & Portfolio Manager
ClearBridge Investments

Outlook for Small-Caps: Value,
Active Management & CEFs

Francis Gannon
Co-Chief Investment Officer
The Royce Funds

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Tap the Potential of CEFs – 2017 Outlook
Income Generation, Discounts and Trends in the
CEF Space

Moderator: Jon Diorio — BlackRock
Anne Kritzmire — Nuveen
Ed Russell — Tortoise Capital Advisors
Steven Burton
— CBRE Clarion Securities

A conversation with industry leaders about:
• Post-election investment opportunities in CEFs
• Finding income in a low-yield environment
• Energy MLPs, Real Estate, Infrastructure,
and Muni CEFs
• Positioning CEFs in your portfolio


Municipal CEF Update:
Up, down and in between

John Miller
CFA, Managing Director & Co-Head of Fixed Income
Anne Kritzmire
Managing Director,
Closed-End Funds and Global Structured Products
Dave Lamb
Senior Vice President,
Distribution Management and Analysis

Top Asset Classes 1 Day Avg
Energy MLP Funds 0.62%
Emerging Markets Funds 0.57%
Utility Funds 0.43%
Emg Mkts HC Debt Funds 0.39%
Developed Market Funds 0.38%
Bottom Asset Classes 1 Day Avg
Core Funds -0.07%
Loan Participation Funds ** -0.01%
Value Funds 0.01%
Other States Muni Debt 0.02%
PA Muni Debt Funds 0.02%

Average Asset Class performance at NAV as of 3/24/2017
** New Fund(s) within last six months, based on inception date of fund.
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Today's Fund Leaders


 1 day as of 3/24/2017



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