U.S. Business Cycle Chart Book
Nick Reece, Senior Analyst & Portfolio Manager at Merk Investments LLC tracks the economic environment data that factor into the current overall U.S. business cycle.
CEF Highlights | May 2019
Follow this link to view highlights drawn from a report by the Head of Research Services for Lipper, which cover activity from May 2019.
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."
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.
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.
Municipal Market Update: February
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
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.
Precious Metals For Late Cycle Diversification
President and Chief Investment Officer
-- Merk Investments
Infrastructure, Defensive & Diverse
Senior Vice President, Portfolio Manager, Global Infrastructure -- Cohen & Steers
Emerging Markets Debt: Diversification & Yield
Portfolio Manager & Research Analyst on The Emerging Markets Debt Team
-- Western Asset Management
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.