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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.

Closed-End Funds | Premiums & Discounts
Wells Fargo Advisors shares their analysis of the CEF space, sharing what investors need to know about market premiums and discounts.

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.

The Case For Listed Infrastructure
Cohen & Steers examines the asset class’s historical investment characteristics and the secular themes driving significant capital formation in infrastructure globally.

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.

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

An Outlook on Global Debt Markets
T.R. Findlay
Closed-End Fund Specialist

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

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Advisor Summit on Closed-End Funds: Nashville, TN
Thursday, November 30, 2017
Four Points by Sheraton
Registration: 11:45 AM ET
Summit: 12:00 - 2:15 PM ET

Q4 Webinar: The Changing
Investment Landscape & Outlook
on CEFs




Closed-End Fund Assets and Net Issuance Second Quarter 2017

Advisor Survey:
CEF Usage Reaches New High

Top Asset Classes 1 Day Avg
Corp Debt BBB Rated Fds 0.14%
Corp Debt BBB Leveraged 0.09%
Loan Participation Funds ** 0.07%
High Yield Fds Leveraged 0.05%
General Bond Funds ** 0.05%
Bottom Asset Classes 1 Day Avg
Energy MLP Funds -1.68%
Natural Resources Funds -1.08%
Emerging Markets Funds -0.45%
Sector Equity Funds ** -0.42%
Core Funds -0.41%

Average Asset Class performance at NAV as of 10/23/2017 View All Classes

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Today's Fund Leaders


 1 day as of 10/23/2017



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