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Q2 2017: CEF Market Overview
Nuveen’s quarterly review highlights how CEFs continued to perform strongly, with positive average share price and NAV total returns in 42 of the 45 segments.

At a Glance: The Global Market Outlook
Western Asset’s Mark Lindbloom and Aberdeen’s Rennie McConnochie weigh in on the global market space for the remainder of 2017 and provide their outlooks for 2018.

What to Tell Clients About Closed-End Funds in a Rising Rate Environment
Here are several points that advisors can share with clients about fixed-income closed-end funds.

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.

Tortoise Talk: Q2 2017
Tortoise Capital believes that with a favorable commodity price outlook, along with solid company fundamentals, the energy sector has several tailwinds heading into the second half of the year.

CEF REITs: The Growing and Global Appeal of Real Estate
CBRE Clarion Securities’ Steve Burton shares perspective on the real estate market and potential opportunities for closed-end fund investors.

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A Look at Leverage, Rising Interest Rates & Closed-End Funds
Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products

Investment Opportunity in India
Yoojeong Oh, CFA, Investment Manager
Aberdeen Standard Investments

The U.S. Energy Renaissance & MLP Investment Outlook
Ed Russell, Managing Director
Tortoise Capital Management

Real Estate Outlook for 2017
Steve Burton, CFA, Co-Chief Investment Officer
CBRE Clarion Securities

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CEF REITs: The Growing and Global Appeal of Real Estate
Steve Burton, CFA
Co-CIO & Sr. Global PM 
CBRE Clarion Securities

Themes, Trends and Opportunities in Emerging Markets
Rennie McConnochie
Head of Global Banks
Aberdeen Standard Investments

A Growing CEF Opportunity in Real Assets and Alternatives?
Larry Antonatos
Managing Director & Portfolio Manager
Brookfield Asset Management

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Q3 Webinar:
Mid-Year Market Review and Outlook

A conversation with industry leaders about a mid-year market review, a closer look at Energy & MLPs, and the CEF structure.

US Energy and MLP Market Update
Goldman Sachs Asset Management
On Thursday, July 20, Kyri Loupis and Ganesh Jois, CFA, discussed the recent market environment as well as the long term outlook for investing in US energy and energy infrastructure.


Closed-End Fund Assets and Net Issuance Second Quarter 2017

Advisor Survey:
CEF Usage Reaches New High

Top Asset Classes 1 Day Avg
Energy MLP Funds 2.26%
Natural Resources Funds 1.40%
Utility Funds 0.59%
Corp Debt BBB Leveraged 0.26%
Corp Debt BBB Rated Fds 0.24%
Bottom Asset Classes 1 Day Avg
Emerging Markets Funds -1.18%
Pacific Ex Japan Funds -0.60%
Growth Funds -0.56%
Emg Mkts HC Debt Funds -0.42%
Developed Market Funds -0.40%

Average Asset Class performance at NAV as of 9/25/2017 View All Classes

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Today's Fund Leaders


 1 day as of 9/25/2017



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