"Real Advisor" with Jeff Fosselman of Relative Value Partners.
Closed-end fund investors continue to pursue income or regular cash flow, and in 2017 may find more strategies becoming available, says Anne Kritzmire of Nuveen.
Portfolio manager John Bellows of Western Asset Management shares a perspective on the global opportunity for investors.
When adding a CEF to a portfolio, consider how the fund’s strategy may fit your overall risk exposure, says Jonathan Morgan of Canadian General Investments.
CEF professionals highlight trends and opportunities including high-yield municipals, covered calls, corporate bonds and residential mortgage-backed securities.
Closed-end funds present potential opportunities to investors this year despite “rate hikes on the horizon,” CEF professionals say..
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.