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Senior Loans, Positioning in 2019
CEFA was joined by Brian Good, Senior Managing Director, Co-Head of Tradable Credit at THL Credit. In this episode, Brian discusses why senior loans are a good way to invest based on their high income potential, low interest rate risk and lower volatility compared to core investments.

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."

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.

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.

Alternative Income: Opportunities In Private Credit Markets
CEFA was joined by Kim Flynn, Managing Director for alternative investments at XA Investments discusses 1) How institutional strategies in alternative income investments can be accessed through closed-end funds; 2) less liquid investments and the private credit markets provide additional income; 3) diversification from traditional bond exposures.

Tee Up for REIT Tax Benefits
A recent announcement by the IRS on January 18, 2019 gives U.S. investors one more reason to own REIT funds: lower taxes on income.

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Senior Loans, Positioning in 2019
Brian Good
Senior Managing Director, Co-Head of Tradable Credit -- THL Credit

Alternative Income Opportunities in Private Credit Markets
Kim Flynn
Managing Director for Alternative Investments -- XA Investments

Investment Flexibility in Volatile Markets
Bob Bush
Senior Vice President
Calamos Investments

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


Yearly Wrap-up & Outlook: Domestic and International Investing
CEFA gathered four experts spanning global and domestic markets to discuss investment opportunities in the U.S. and abroad. After capturing some 2018 highlights, we have a closer look at expectations for 2019 in real assets, global bonds and international equities.

Top Asset Classes 1 Day Avg
Emerging Markets Funds 0.13%
NJ Muni Debt Funds 0.06%
Emg Mkts HC Debt Funds 0.05%
PA Muni Debt Funds 0.05%
NY Muni Debt Funds 0.02%
Bottom Asset Classes 1 Day Avg
Convertible Sec Funds -0.70%
Energy MLP Funds ** -0.62%
Diversified Equity Fds -0.60%
Opt Arbitrage/Opt Strat -0.49%
Developed Market Funds -0.47%

Average Asset Class performance at NAV as of 5/20/2019 View All Classes

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Today's Fund Leaders


 1 day as of 5/20/2019



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