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

C8 Weekly Bulletin: The asset class ‘du jour’ – corporate bonds!

BY JON WEBB

The latest Financial Times opinion piece 'The Long View' flags investor interest in an exciting new asset class – not crypto, not AI-driven stocks… but newly higher-yielding corporate bonds! January data on ETF inflows certainly underlined the revived US investor appetite for fixed income with overall inflows running slightly of those into equities. Amid this constructive backdrop, USD and EUR corporate bond markets begin 2023 on a robust note. Read more →

NDR Dynamic Allocation Strategy April 2023 Update

BY BRIAN SANBORN

Dynamic Allocation Strategy, indicators, weightings update Read more →

A New Approach to Sector Investing

BY SCOTT DOUGLASS

Many advisors that we speak to believe that it is possible to improve client outcomes through tactical management of sector exposure, but developing the right strategy for doing so can be extremely difficult. Please see attached link to a 15-minute webinar where Craig Cmiel, Managing Director of C8 Technologies US, and Chris McHeffey, Head of US product at C8, will introduce a powerful new tool that can potentially enable advisors to deliver better returns, lower risk, or both through tactical management of sector exposures. This scientific approach might be a great addition to your toolkit. Read more →

Back to all posts →