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Portfolio Considerations: Preferred Securities Edition
CEFA spoke with Brian Cordes, Senior Vice President, Head of Portfolio Specialists at Cohen & Steers. Here, we speak with Brian about preferred securities and two of Cohen & Steers closed-end funds.

Pieces In Place For Potential MLP Rebound In 2018
Clearbridge Investments offers insight on energy and cash flow outlook, sharing their predictions on its impact on MLPs.

Tax-Management Season and the January Effect
The January effect is a stock market phenomenon wherein stocks tend to deliver abnormally strong returns during the month of January. It is often attributed to year-end tax-loss harvesting activity and the subsequent redeployment of assets back into the market.

Ireland — A Closer Look at Investment Opportunities
within Europe

CEFA spoke with Noel O’Halloran, Chief Investment Officer with KBI Global Investors and Portfolio Manager of the New Ireland Fund, about Ireland’s investment landscape, what’s by many, an underappreciated investment opportunity in the European market.

Infrastructure & Energy Outlook: Reflecting on Harvey
& Puerto Rico

A panel of energy and infrastructure experts discussed their respective market segments at large, touching on what’s followed the recent string of storms in our homeland and the neighboring Caribbean.

REITs: Think Local, Invest Global
Cohen & Steers believes the flexibility to position portfolios globally is more important than ever amid a growing divergence in country and sector fundamentals.

Quarter Closed-End Fund Market Commentary
Nuveen provides their CEF insight with a review of the third quarter.

10 Things to Know When Considering Closed-End Funds
Aberdeen debunks common misconceptions about closed-end funds and provides 10 easy tips for why investors should consider them in a portfolio.

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Forecast: What Rising Interest Rates May Mean for Bond Market
John Calamos, Sr., Founder, Chairman & Global CIO
Calamos Investments

Global Growth: Considerations & Outlook
Rennie McConnochie, Head of Global Banks
Aberdeen Asset Management

CEFs: Short-term Pain for Long-term Gain
Mariana Bush, Head of CEF/ETF Research
Wells Fargo Advisors

Closed-end Funds Through the Market Cycles
Lawrence Hooper, General Counsel & Chief Compliance Officer
Adams Funds

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Portfolio Considerations: Preferred Securities Edition
Brian Cordes
Senior Vice President
Head of Portfolio Specialists
Cohen & Steers

Ireland – A Closer Look at Investment Opportunities within Europe
Noel O'Halloran
Chief Investment Officer — KBI
Global Investors
Portfolio Manager — New Ireland Fund

Infrastructure & Energy Outlook: Reflecting on Harvey & Puerto Rico
ClearBridge Investments
Guggenheim Partners

View All>>

Q4 Webinar: The Changing
Investment Landscape & Outlook
on CEFs

Chris Larsen — Legg Mason
Steve Burton — CBRE Clarion Securities
Jonathan Isaac — Eaton Vance
Matthew Cooper — Goldman Sachs Asset Management



Closed-End Fund Assets and Net Issuance Second Quarter 2017

Advisor Survey:
CEF Usage Reaches New High

Top Asset Classes 1 Day Avg
Growth Funds 0.85%
Core Funds 0.73%
Value Funds 0.64%
Opt Arbitrage/Opt Strat 0.51%
Emerging Markets Funds 0.48%
Bottom Asset Classes 1 Day Avg
Energy MLP Funds -0.30%
Pacific Ex Japan Funds -0.19%
Corp Debt BBB Leveraged -0.18%
Corp Debt BBB Rated Fds -0.17%
Global Income Funds -0.09%

Average Asset Class performance at NAV as of 1/17/2018 View All Classes

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Today's Fund Leaders


 1 day as of 1/16/2018
Fund Name
2.08% 5
1.88% 5
1.33% 10
1.25% 15
1.22% 8
1.14% 20
1.02% 15
0.97% 24
0.94% 29
0.87% 5



Aberdeen Closed-End TV

Asset TV — CEF Channel

CEF Connect

Cohen & Steers CEFs Knowledge Center

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