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.

Other posts

Thoughts From The Divide: Winners and Losers

BY JON WEBB

In a stroke of luck (from the perspective of clarity) it turns out concerns about the possibility of a long, protracted election fight was wide of the mark. The Presidential election was called quickly (though at the time of writing, control of the House is still up in the air.) But as Trump trots to the “winner’s circle”, markets are still busy correcting commentators regarding just who the winners and losers of Trump v2.0 will be. Read more →

NDR Fixed Income Allocation Strategy April 2023 Update

BY BRIAN SANBORN

The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

Thoughts From The Divide: Reversals of Fortune

BY JON WEBB

Last week’s TFTD (“Not Too Hot, Not Too Cold”) referenced Goldilocks to illustrate the tightrope US markets were walking: an economy slow enough to keep bond bulls happy, but not so slow as might spook equity bulls. This week, we continue the bear theme, courtesy of Ernie Tedeschi, and what might be taken as a public service announcement from the BLS, reminding both policymakers and the investing public of the dangers associated with “rear-view mirror driving”. The BLS benchmark revision is usually too wonky to attract press attention. But this is an election year, so naturally the BLS misplacing 818k jobs was an irresistible opportunity for conspiracy theorizing on the platform formerly called “Twitter”. Read more →

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