Read More. Covered Call CEFs: Expanding the Income Universe For income-oriented investors who are seeking the growth and diversification potential of equities, but who desire higher income and reduced volatility, covered call CEFs can be an attractive diversifying portfolio opportunity.
Read More. Dispelling Common Closed-End Fund Myths A great deal of misunderstanding remains over how CEFs are structured, traded and incorporated into an investment portfolio. Read More. A Review of the Convertible Securities Market. The unique convertible structure offers much of the best of both.
Opportunities in Fixed Income CEFs A conversation with Chris Kilpatrick of Western Asset about their investment approach in a rising rate environment, areas of opportunity for CEF investors, using leverage to generate additional income and trends in CEF discounts and premiums.
Read More. Closed-End Fund Usage Reaches New High Nuveens 2016 Closed-End Fund Usage Study reveals majority of advisors surveyed now use CEFs in client portfolios, and interest in CEFs has increased as investors and advisors search for yield.
Read More. Five Considerations When Evaluating a CEF CEFs can play an important role in a diversified portfolio. Given the intricacies of the CEF structure, many investors are not familiar with how to evaluate a CEF investment.
Read More. Understanding Closed-End Funds: Discounts, Activists and Open-Ending Reasons why investors should be very cautious about any action taken, or perceived, by a shareholder activist against a fund manager to open-end a CEF. By the Closed-End Fund Association.