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Fund Market Insight Report: September 2021
Tom Roseen, Head of Research Services with Refinitiv Lipper provides his latest monthly review of closed-end funds.

Taiwan Fund: Market Commentary
Fund Manager, Corrina Xiao provides a market review of the Taiwan Stock Exchange, and offers insights on outlook and strategy moving forward.

Cohen & Steers: Stimulus proposal could add fuel to infrastructure tailwinds
Head of Global Infrastructure, Ben Morton shares why we see the proposed spending package and tax changes as a clear positive for listed infrastructure.

Cohen & Steers: Infrastructure tailwinds could get a boost from $2T Biden plan
The President’s proposal would add fuel to infrastructure themes, potentially strengthening an already attractive environment for listed infrastructure businesses.

Adams Funds: Time to Take Financial Literacy Seriously
What if we’ve been thinking of financial literacy all wrong? And what if the COVID-19 pandemic can serve as the catalyst to finally get us to take it more seriously?

Guggenheim: Fixed-Income Outlook
Guggenheim offers its first quarter outlook on fixed income, and provides guidance to investors seeking to "stay on offense."

Vertical Capital Provides Investment in Residential Loans
Vertical Capital Income Fund invests in performing non-agency residential whole loans secured by real estate.

CEF Insights: Finding Opportunity in Taiwan's Tech Sector
Christian McCormick
Director — Allianz Global Investors

CEF Insights: Convertibles - Upside Participation, Downside Protection
Barry Nelson
Partner, Senior Advisor — Advent Capital Management

CEF Insights: ASA’s Merk, Perspectives on Gold, Inflation, and Crypto Currencies
Axel Merk
President, CIO — Merk Investments

CEF Quarterly Review: October Interview
Tom Roseen
Head of Research Services — Refinitiv Lipper
Listen | View Transcript | View Report

Taiwan Government and Economy
Christian McCormick
Director — Allianz Global Investors

An Introduction to the Taiwan Fund, Inc.
Christian McCormick
Director — Allianz Global Investors

Vertical Capital Income Fund: Unique Mortgage Sector Opportunity
Katherine Hawkins
Portfolio Manager — Vertical Capital Income Fund

Top Asset Classes 1 Day Avg
Developed Market Funds 0.90%
Emerging Markets Funds 0.85%
Energy MLP Funds 0.80%
Global Funds ** 0.47%
Opt Arbitrage/Opt Strat ** 0.43%
Bottom Asset Classes 1 Day Avg
Corp Debt BBB Leveraged -0.19%
Corp Debt BBB Rated Fds -0.18%
US Mortgage Funds -0.12%
NJ Muni Debt Funds -0.04%
Hi Yld Muni Debt Funds ** 0.00%

Average Asset Class performance at NAV as of 10/15/2021 View All Classes

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Today's Fund Leaders


 1 day as of 10/15/2021



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