My Fund Comparison Initilizing list...
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Closed-End Funds | Considerations for Today's Investor
Mariana Bush, Head of CEF/ETF Research — Wells Fargo Advisors
Mariana Bush, Head of CEF/ETF Research — Wells Fargo Advisors, shares her unique perspective on interesting areas of the CEF structure, as well as things to keep in mind when selecting and assessing CEFs.
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Why Consider Floating Rate Funds?
Larry Holzenthaler, Investment Strategist — Symphony Asset Management
Larry Holzenthaler, Investment Strategist at Symphony Asset Management, shares trends and considerations for the floating rate fund space.
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A Look at Leverage, Rising Interest Rates & Closed-End Funds
Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products — Nuveen
Anne Kritzmire, Managing Director, Closed-End Funds - Nuveen, talks fund consolidations, leverage and rising interest rates, and what it means for the closed-end fund space.
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Closed-End Fund Trends & Considerations
Sangeeta Marfatia, Senior Closed-End Fund Strategist — UBS
Sangeeta Marfatia, Senior Closed-End Fund Strategist — UBS, talks about the May 2017 outlook for CEFs, sharing her thoughts on the current levels of discounts and premiums in the market.
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A Closer Look at Closed-End Funds in Canada
Jonathan Morgan, President & CEO — Canadian General Investments, Ltd.
Jonathan Morgan, President & CEO - Canadian General Investments, Limited, explains CEFs as they relate to investment opportunities in the Canadian market.
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Convertibles: An Untapped Investment Opportunity?
Barry Nelson, CFA, Partner — Advent Capital Management
Barry Nelson, CFA and Partner — Advent Capital Management, highlights the unique structure of convertible investments. Addressing a concern of the times, he discusses their performance history in times of rising interest rates and volatility.
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Investment Opportunity in India
Yoojeong Oh, CFA, Investment Manager — Aberdeen Asset Management
Yoojeong Oh, CFA, Investment Manager - Aberdeen Asset Management, discusses how India is one of today's fastest-growing world economies, highlighting why advisors may consider investing in a single-country closed-end fund to tap into this burgeoning emerging market front.
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The U.S. Energy Renaissance & MLP Investment Outlook
Ed Russell, Managing Director — Tortoise Capital Management
Will the U.S. energy renaissance continue? What might rising interest rates mean for MLP investments? Here to address these questions and more is Ed Russell, Managing Director — Tortoise Capital Advisors.
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Resources
abrdn CEF Investor Center
Asset TV — CEF Channel
CEF Connect
Cohen & Steers CEFs Knowledge Center
Harvest — CEFA Channel
Franklin Templeton CEFs
Seeking Alpha — CEFA Channel
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