A Smarter Approach to Closed-End Funds

For investors primarily looking for income, the ongoing period of low interest rates can present a challenge. However, with several structural advantages, closed-end funds may provide an attractive option for enhancing a portfolio’s income.

BY SARAH GRIECO

Today’s piece highlights the S-Network Composite Closed-End Fund Index (CEFX), which provides diverse exposure to yield-focused CEFs with a smart beta approach that capitalizes on NAV discounts.

Read here.

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C8 Weekly Bulletin: Are Fed rate hike expectations realistic?

BY ROBERT MINIKIN

This week's Bulletin is being guest edited by one of our newest index providers, IVI Capital, a global macro hedge fund. Their index is a daily, futures-only strategy. C8 Studio shows the index up 23.5% so far this year. Read more →

C8 Currency Compass – USD Correction II – February 2025

BY JON WEBB

Our FX systems started the year with ashort USD bias (against the general consensus for a stronger USD). For the first three weeks this bias worked well as fears of blanket US tariffs did not materialize, however, in the final week of January, tariffs were announced on Mexico, Canada and China leading to some renewed USD strength. Nevertheless, so far, the measures that have been taken (with some already suspended for now) have not been as bad as feared. Looking forward to this month, we note the signals are more mixed for the USD though our hedge ratios remain negative USD for the largest currencies: EUR, GBP and JPY. Read more →

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