Monthly Archives: August 2023

40 closed-end funds, a million ways to build a portfolio

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2023-08-28T09:59:21-04:00 -

40 closed-end funds, a million ways to build a portfolio2023-08-28T09:59:21-04:00

Cheryl Pate gives a 2023 banking update

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2025-09-01T11:57:48-04:00 -

Cheryl Pate gives a 2023 banking update2025-09-01T11:57:48-04:00

NAVigator bonus: Discounts are at widest levels in years, hunker down and buy

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2023-08-22T10:40:37-04:00 -

NAVigator bonus: Discounts are at widest levels in years, hunker down and buy2023-08-22T10:40:37-04:00

Liberty Street’s Munafo says opportunity is knocking for private shares

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2023-08-22T10:38:38-04:00 -

Liberty Street’s Munafo says opportunity is knocking for private shares2023-08-22T10:38:38-04:00

Nuveen’s Caraher: High-rates-for-longer puts emphasis on credit selection

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2023-09-07T08:12:54-04:00 -

Nuveen’s Caraher: High-rates-for-longer puts emphasis on credit selection2023-09-07T08:12:54-04:00

Roxanna Islam on ETF and CEF trends

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2025-09-01T11:58:24-04:00 -

Roxanna Islam on ETF and CEF trends2025-09-01T11:58:24-04:00

Economic conditions have given private credit lenders more power

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2023-08-07T13:43:30-04:00 -

Economic conditions have given private credit lenders more power2023-08-07T13:43:30-04:00

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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.

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