Real asset alternative investments in a CEF format may appeal to investors seeking inflation protection, says Larry Antonatos of Brookfield Asset Management.
Due to structural differences, some closed-end funds may have longer durations than their open-end fund peers, says Alaina Bompeidi of Morningstar.
After a “wild ride,” closed-end funds with Master Limited Partnerships may present opportunity to investors seeking income, says Jason Kephart of Morningstar.
Interest rate spreads may be more important than rising interest rates when it comes to impact on closed-end fund distributions, says Mike Taggart of Nuveen.
Rising interest rates may present short-term pain but long-term benefits to some closed-end fund investors, says Cara Esser of Morningstar.
Recession risk, interest rates and inflation are among key economic factors to keep an eye on in 2017, say CEF investment professionals.
Closed-end funds featuring senior loans, municipal bonds and MLPs may be worth considering in 2017, according to CEF investment professionals.
Closed-end fund professionals share perspectives on the 2016 CEF market and the outlook for 2017.
Longtime investment professional Maury Fertig of Relative Value Partners shares his perspective on “opportunities and risks” in the municipal bond closed-end fund sector.
Research shows CEF investors tend to be income seekers who are more educated, more open to new ideas and more affluent, says Anne Kritzmire of Nuveen.