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: Trick or Treat for ‘Long Only’?

BY ROBERT MINIKIN

This week’s Fed meeting will be watched closely for hints of a policy pivot following reports that some officials favour slower policy tightening and amidst a revival in global risk appetite. In this Bulletin we take a look at the recovery in the performance of 'long only' strategies on the C8 platform. Read more →

Thoughts From The Divide: Strength in Numbers

BY JON WEBB

The rest of the world isn’t quite experiencing the same economic momentum as the US (the latest S&P Flash PMI noted that “input costs rose at the fastest pace in six months, while firms increased their selling prices to the largest extent since April last year”), making cuts a more palatable choice, but we feel for the Fed, who wants to be the odd man out? Read more →

NDR Dynamic Allocation Strategy June 2023 Update

BY BRIAN SANBORN

Dynamic Allocation Strategy, indicators, weightings update Read more →

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