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CEF Insights: 2022 Outlook & Opportunities for Closed End Funds


Video replays of the CEF Insights: 2022 Outlook & Opportunities virtual event for financial advisors are now available, offering perspectives on income and capital protection opportunities amid rising rates and market uncertainty. The four-part video series includes a CEF market outlook by Jeff Margolin, senior vice president and closed-end fund analyst at First Trust Portfolios, and perspectives on opportunities in key CEF sectors from portfolio managers at leading firms:

  • Loan participationChristopher Remington, Managing Director, Institutional Portfolio Manager, Eaton Vance
  • Multi-asset fixed incomeMichael Buchanan, Deputy Chief Investment Officer, Western Asset Management
  • Global equitiesJosh Duitz, Deputy Head of Global Equities and Head of Infrastructure, abrdn


Financial Advisors can access the videos by filling out the form below:

The views and opinions expressed in the replay are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on factors such as market conditions or legal and regulatory developments. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Past performance is no guarantee of future results. Investing involves risk; principal loss is possible. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. Shares of closed-end funds are subject to investment risks, including the possible loss of principal invested. Closed-end funds frequently trade at a discount to their net asset value (NAV).



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