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Timing when to invest can be challenging. Maury Fertig of Relative Value Partners shares a perspective to consider.
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.
Supporting investor education, and the idea that information is power, CEF Network sponsors a roundtable featuring leading CEF analysts.
As equity sentiment possibly changes, Patrick Galley of RiverNorth suggests taking a closer look at equity CEFs.
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.
Closed-end funds may not be on everyone’s radar, but their price visibility helps them stand out, says Anne Kritzmire of Nuveen.
Emerging market equity funds may cool down in 2013, says Mike Taggart, the head of Morningstar CEF research.
Discounts May Widen
After a tightening trend in 2012, CEF discounts may widen in 2013, says Mike Taggart, the head of Morningstar CEF research.
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.
Income potential may remain a hot topic in 2013 as investors face the possibility of a continued low interest rate environment.
A recent wave of municipal CEF consolidations may benefit both the industry and investors, says Ken Fincher of First Trust Advisors.
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.
In the fourth quarter, choosing entry points may be more challenging for CEF investors, says senior CEF specialist Robert Ionescu of Legg Mason.
Where’s the opportunity in closed-end funds? Ken Fincher of First Trust Advisors says investors may want to consider equity-based funds.
Closed By Design:
The “closed” structure of CEFs creates potential advantages, says Prof. Robert Korajczyk of Northwestern University.
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.
How CEF investors may react to a rise in interest rates poses a potential challenge, according to Jeff Margolin of First Trust Portfolios.
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.
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.
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.
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.
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.
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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