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Timing Question Timing when to invest can be challenging. Maury Fertig of Relative Value Partners shares a perspective to consider.
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Equity CEFs Many equity closed-end funds may currently trade at discount, but be sure you know what you’re buying and why, says analyst Alex Reiss of Stifel Nicolaus.
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CEF Network Supporting investor education, and the idea that information is power, CEF Network sponsors a roundtable featuring leading CEF analysts.
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Equity Sentiment As equity sentiment possibly changes, Patrick Galley of RiverNorth suggests taking a closer look at equity CEFs.
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Issuance Spike Closed-end fund issuance is off to a strong start this year as fixed income CEF premiums persist, says Maury Fertig of Relative Value Partners.
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Price Visibility Closed-end funds may not be on everyone’s radar, but their price visibility helps them stand out, says Anne Kritzmire of Nuveen.
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Emerging Markets Emerging market equity funds may cool down in 2013, says Mike Taggart, the head of Morningstar CEF research.
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Discounts May Widen After a tightening trend in 2012, CEF discounts may widen in 2013, says Mike Taggart, the head of Morningstar CEF research.
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A Look At Preferreds Income-oriented investors comfortable with “hybrids” may want to consider funds with preferred securities, says CEF analyst Cara Esser of Morningstar.
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Talking Income Income potential may remain a hot topic in 2013 as investors face the possibility of a continued low interest rate environment.
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CEF Mergers A recent wave of municipal CEF consolidations may benefit both the industry and investors, says Ken Fincher of First Trust Advisors.
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Homework Required One feature of CEFs is active management. Before investing in a strategy, Prof. Robert Korajczyk of Northwestern University says it’s important to do your homework.
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Yield Push A “push for yield” and low leverage costs have been a boon to the CEF market, says analyst Alexander Reiss of Stifel Nicolaus.
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Entry Points In the fourth quarter, choosing entry points may be more challenging for CEF investors, says senior CEF specialist Robert Ionescu of Legg Mason.
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CEF Attraction Despite economic challenges and election-year uncertainty, CEFs have remained attractive to income-seeking investors, says Sangeeta Marfatia of UBS.
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Equity Opportunity? Where’s the opportunity in closed-end funds? Ken Fincher of First Trust Advisors says investors may want to consider equity-based funds.
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Closed By Design: The “closed” structure of CEFs creates potential advantages, says Prof. Robert Korajczyk of Northwestern University.
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Muni Risk: How risky are municipal bonds? Portfolio Manager Paul Brennan of Nuveen says the muni risk “hasn’t changed that much” despite economic challenges and headlines that may suggest otherwise.
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Challenge Ahead: How CEF investors may react to a rise in interest rates poses a potential challenge, according to Jeff Margolin of First Trust Portfolios.
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Munis At Premium: As municipal bond CEFs gain in popularity, their average market price has risen to premiums above 2%, according to Steven Pikelny of Morningstar.
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Income & More CEF investors not only want reliable income potential, but also total return, defensive strategies and information, says product developer Paul Williams of Nuveen.
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MLPs In CEFs Shares of Master Limited Partnerships can be purchased directly, but MLP exposure via closed-end funds eases a “tax complexity,” according to Quinn Kiley of FAMCO MLP.
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Boomer Appeal?: As some investors search for income in today’s low yield environment, Anne Kritzmire of Nuveen says CEFs are drawing more interest from Baby Boomers.
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CEF-ETF common features: Closed-end funds and exchange-traded funds share certain features, and sometimes a whole lot more. Guest: Ed McRedmond of Invesco PowerShares.
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What's pausing investors & their long term plans?: Market volatility and economic uncertainty are giving pause to investors and their long-term financial plans. Chicago advisor Dorothy Bossung says the "fear factor" is especially hard on investors in or near retirement.
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