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Investing Opportunities in Europe amidst a Changing Global Economy
Joined by Gerd Kirsten, CFA, Portfolio Manager, The European Equity Fund, we discuss investment trends and opportunities in the European market.

The Brilliance of Convertible Bonds
Tracy Maitland, President and CEO – Advent Capital Management, reviews the evolution of the convertible bond market and touches on reasons for investors to consider them, including: maturities, call protection, dividend protection and their performance in rising rate environments.

MLPs: How Perceived Market Foe May be Fundamental Investment
Despite MLPs having a challenging start to the new year, we're going to consider the potential for improvement over the remainder of 2018.

Munis: Implications & Opportunities amid Changing Reform and Legislation
Joined by Purva Petal, CIMA®, Senior Vice President, Client Portfolio Manager — Nuveen Asset Management and Robert Amodeo, CFA and Head of Municipals – Western Asset, we discuss the outlook for municipals throughout a year of rising interest rates and changes to federal legislation.

Green Shoots for MLP 2.0
Cohen & Steers on how the MLP business model has adopted better practices focused on management alignment with unitholders and returns on invested capital.

Rate Reaction Opens a REIT Opportunity
Cohen & Steers shares why the recent pullback as an opportunity to build allocations to REITs.

Specialty Sectors: From Gold To Infrastructure And Real Estate
CEFA spoke with David Christensen, President, Chief Executive Officer, and Chief Investment Officer — ASA Gold & Precious Metals Limited, Larry Antonatos, Managing Director and Portfolio Manager — Brookfield Investment Management, and Steve Burton, Principal, Co-CIO and Senior Global Portfolio Manager — CBRE Clarion Securities.

Fixed-Income Outlook: Walking the Risk Tightrope
There are high expectations for 2018 with concern that the downside far outweighs upside returns in fixed income.

The Global Investment Landscape: A Look at Fixed Income
To ensure investors are better equipped to assess risks and opportunities in the global fixed income space, CEFA spoke with Rennie McConnochie — Aberdeen Standard Investments, and Gary Herbert – Brandywine Global.

10 Themes for 2018
Larry Adam, a CIO for Deutsche Bank Wealth Management, outlines where he sees some risks and where he sees some opportunities.

2017 CEF Market Review
CEFA spoke with Eric Boughton of Matisse Capital, during a recent webinar to reflect on the closed-end fund market’s performance in 2017.

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Investing Opportunities in Europe Amidst A Changing Global Economy
Gerd Kirsten
Portfolio Manager - The European Equity Fund
Deutsche Asset & Wealth Management

Perspectives on Global Equities
Jonathan Morgan
President & CEO
Canadian General Investments, Ltd.

Noel O'Halloran
Chief Investment Officer, KBI Global Investors
Portfolio Manager, The New Ireland Fund

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Closed-End Funds: Rights Offerings
A CEF may sometimes offer rights to raise capital. The purpose of this report is to review the basics of such a corporate action, its consequences, and how shareholders may decide to respond to it.
Wells Fargo Investment Institute

Closed-End Funds: Tender Offers
Sometimes a CEF offers to tender its shares for a defined period of time. This report reviews the basics of such a corporate action, its consequences, and how shareholders may decide to respond to it.
Wells Fargo Investment Institute

Evaluating Global Funds & Emerging Markets
Rennie McConnochie, Head of Global Banks
Aberdeen Standard Investments

Portfolio Construction: CEF Edition
Doug Bond, Executive Vice President
& Portfolio Manager
Cohen & Steers

Canada: Evaluating Global Markets
Jonathan Morgan, President & CEO
Canadian General Investments, Ltd.

Convertibles: Limited Liquidity for Investment Goals
F. Barry Nelson, CFA, Partner
Advent Capital Management

Municipal Bonds: Active Management, Tax Reform & More
Purva Patel, CIMA®, Senior Vice President, Client Portfolio Manager

Why CEFs and What to Expect in 2018
Mike Taggart, CFA, Vice President,
Head of CEF Research

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Top Asset Classes 1 Day Avg
Energy MLP Funds 2.72%
Natural Resources Funds 1.40%
Utility Funds 0.72%
Real Estate Funds ** 0.29%
Growth Funds 0.16%
Bottom Asset Classes 1 Day Avg
Pacific Ex Japan Funds -0.98%
Emerging Markets Funds -0.63%
Developed Market Funds -0.45%
Emg Mkts HC Debt Funds -0.36%
Opt Arbitrage/Opt Strat -0.26%

Average Asset Class performance at NAV as of 7/19/2018 View All Classes

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 1 day as of 7/18/2018



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