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U.S. Business Cycle Chart Book
Nick Reece, Senior Analyst & Portfolio Manager at Merk Investments LLC tracks the economic environment data that factor into the current overall U.S. business cycle.

CEF Highlights | May 2019
Follow this link to view highlights drawn from a report by the Head of Research Services for Lipper, which cover activity from May 2019.

The Real Value of the Gift of an Investment
"If we could teach young people just one thing to improve their chances of financial success, it would be the concept of compounding. Only when your investment gains begin to earn investment gains of their own are you truly on the path to building meaningful wealth. The earlier in life young people understand this, the better off they will be."

Closed-End Fund Review First Quarter 2019
After a very challenging fourth quarter of 2018 when the average closed-end fund (CEF) was lower by 8.7% and for the year was down 10.7%, CEFs staged a significant rally during the first quarter of 2019. Follow the link to read Jeff Margolin's full report.

Preferred Securities:
A Tax-Advantaged Complement to Muni Bonds

For investors looking to boost after-tax income, preferred securities may be an attractive option. Many preferreds pay high coupons that are treated as dividends, taxed at about half the rate of interest income. In fact, preferreds offer the potential for higher income after taxes than municipal bonds.

Municipal Market Update: February
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.

Federal Reserve Chart Book
Nick Reece, Senior Analyst & Portfolio Manager at Merk Investments LLC tracks the data that he thinks Fed officials are most focused on based on ongoing public communications in a series of detailed charts.

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Real Estate Strategies For A Diversified Portfolio
Kate Davis
President & Portfolio Manager of Broadstone Real Estate Access Fund
-- Broadstone Real Estate

Precious Metals For Late Cycle Diversification
Axel Merk
President and Chief Investment Officer
-- Merk Investments

Infrastructure, Defensive & Diverse
Bob Becker
Senior Vice President, Portfolio Manager, Global Infrastructure -- Cohen & Steers

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View our Insight Video Library to hear from industry experts about pertinent closed-end fund topics.


Closed-End Funds Mid-year Review
CEFA gathered three industry experts spanning equity and fixed income markets to discuss closed-end fund investment performance in 2019. After reviewing the high points that have followed a difficult Q4 2018, our guests took a closer look at current conditions and concluded with questions from the audience.

Top Asset Classes 1 Day Avg
Natural Resources Funds 0.33%
Energy MLP Funds ** 0.23%
Global Income Funds 0.10%
Emg Mkts HC Debt Funds 0.09%
Developed Market Funds 0.08%
Bottom Asset Classes 1 Day Avg
Utility Funds -0.96%
Real Estate Funds -0.48%
Sector Equity Funds ** -0.41%
Global Funds -0.39%
Diversified Equity Fds -0.38%

Average Asset Class performance at NAV as of 7/19/2019 View All Classes

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Today's Fund Leaders


 1 day as of 7/19/2019



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