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FEATURED CONTENT

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For information and expert insight about the CEF space, connect with us on Twitter, LinkedIn and YouTube. Search #CEFAAdvisorSummit on Twitter to learn when we’re bringing an Advisor Summit to a location near you.

Themes, Trends and Opportunities in Emerging Markets
Rennie McConnochie of Aberdeen Asset Management shares insights on the many changes taking place in the emerging markets, and potential opportunities for closed-end fund investors.

 

A Growing CEF Opportunity in Real Assets and Alternatives?
A conversation with Larry Antonatos of Brookfield Asset Management about his thoughts on real assets and alternative investing, and potential opportunities for closed-end fund investors.

 

The Month in Closed-End Funds: April 2017
FundMarket Insight Report
Thomson Reuters Lipper Research Series

 

5 Things to Know about Convertible Securities in 2017
John Calamos, Sr. and Eli Pars provide a comprehensive overview on convertible securities’ structure and their role in an asset allocation as well as insight on the global convertible market.

 

Portfolio Strategy Research: The Core Conundrum
The fact that nearly 70% of the Bloomberg Barclays U.S. Aggregate Bond Index is comprised of low-yielding government-related securities presents a conundrum: How can core fixed-income investors meet their total return objectives without taking on undue credit or duration risk?


REITS in a Rising Rate Environment
In an environment where interest rates are increasing as a result of improving economic vitality, listed REIT fundamentals may improve due to an increase in demand for commercial real estate.

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.

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FEATURED VIDEO

A Look at Leverage, Rising Interest Rates & Closed-End Funds
Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products
Nuveen

Investment Opportunity in India
Yoojeong Oh, CFA, Investment Manager
Aberdeen Asset Management

The U.S. Energy Renaissance & MLP Investment Outlook
Ed Russell, Managing Director
Tortoise Capital Management

Real Estate Outlook for 2017
Steve Burton, CFA, Co-Chief Investment Officer
CBRE Clarion Securities

View All>>

LATEST PODCASTS

Themes, Trends and Opportunities in Emerging Markets
Rennie McConnochie
Head of Global Banks
Aberdeen Asset Management

A Growing CEF Opportunity in Real Assets and Alternatives?
Larry Antonatos
Managing Director & Portfolio Manager
Brookfield Asset Management

Opportunities in Fixed Income CEFs
Chris Kilpatrick
Portfolio Manager
Western Asset

View All>>


WEBINAR

Creating an Income Stream from Your Portfolio
Strategies to help navigate uncertain market conditions

Wednesday, April 19 • 3:00 PM ET

Featuring:
Moderator: Mike Taggart — Nuveen
Robert Bush, Jr. — Calamos Investments
Dennis Emanuel — ALPS
Jonathan Isaac
— Eaton Vance

A conversation with industry leaders about:
• Impact of rising interest rates on CEFs
• Outlook, trends and opportunities in the CEF space
• CEFs as a compelling income and diversification choice
• Positioning CEFs in your portfolio



SURVEY RESULTS


Advisor Survey:
CEF Usage Reaches New High





Results: Investor Poll on CEFs

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

Top Asset Classes 1 Day Avg
Energy MLP Funds 2.64%
Natural Resources Funds 1.56%
Growth Funds 0.93%
Core Funds 0.44%
Convertible Sec Funds 0.37%
Bottom Asset Classes 1 Day Avg
Other States Muni Debt 0.02%
Intmdt Muni Debt Funds 0.02%
PA Muni Debt Funds 0.03%
CA Muni Debt Funds 0.03%
Gen & Ins Unleveraged 0.03%

Average Asset Class performance at NAV as of 6/23/2017
** New Fund(s) within last six months, based on inception date of fund.
View All Classes

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Today's Fund Leaders

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 1 day as of 6/23/2017

 

Resources

Aberdeen Closed-End TV

Asset TV - CEF Channel

CEF Connect

Bonds

Legg Mason CEFs

REITs

Seeking Alpha CEF Articles


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