Monthly Archives: June 2023

Closed-End Fund Advisors’ Scott on the funds he is using most for clients now

()

Closed-End Fund Advisors’ Scott on the funds he is using most for clients now

BDCs are well-positioned to handle Fed policies and recession

()

BDCs are well-positioned to handle Fed policies and recession

John Cole Scott’s 2023 BDC outlook

()

John Cole Scott’s 2023 BDC outlook

Gabelli’s Marangi expects market is about to widen its opportunity set

()

Gabelli’s Marangi expects market is about to widen its opportunity set

Nuveen’s Baker: Look beyond yield to find opportunity in preferreds

()

Nuveen’s Baker: Look beyond yield to find opportunity in preferreds

A ‘Wall of Meh’ in sentiment is an opportunity for closed-end fund investors

()

A ‘Wall of Meh’ in sentiment is an opportunity for closed-end fund investors

Disclosure: This content is provided for informational and educational purposes only and is intended solely as a summary of the views expressed. The opinions expressed are those of the speakers and/or presenters as of the date of the content, are their own opinions, may not be the opinions of AICA and are subject to change without notice.

The information contained herein should not be construed as investment advice, a recommendation to buy or sell any security, or an offer to provide advisory services.

References to specific securities, sectors, investment strategies, or market conditions are for illustrative purposes only and do not constitute investment recommendations. Any discussion of investment strategies may not be suitable for all investors, and there can be no assurance that any strategy will achieve its intended objectives.

Listed closed-end funds (CEFs) and business development companies (BDCs) trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor can sell shares at a price greater than or equal to the purchase price, or that a CEF’s or BDC’s discount will narrow or be eliminated. Non-listed closed-end funds and business development companies do not offer investors daily liquidity, but rather on a quarterly or semi-annual basis, often on a small percentage of shares. CEFs often use leverage, which can increase a fund’s risk or volatility. The actual amount of distributions may vary with fund performance and other conditions.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Forward-looking statements, expectations, and projections are inherently uncertain, and actual results may differ materially from those discussed.

This content does not take into account the specific investment objectives, financial situation, or particular needs of any individual investor. Prospective investors should consult their financial, legal, and tax advisers before making any investment decision.