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Monthly Archives: February 2024

AICA Panel: CEF Leverage Continues to Evolve

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2024-03-01T14:23:32-05:00 -

AICA Panel: CEF Leverage Continues to Evolve2024-03-01T14:23:32-05:00

Examining BDCs and muni funds, and deciding between the two

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2024-02-26T10:23:30-05:00 -

Examining BDCs and muni funds, and deciding between the two2024-02-26T10:23:30-05:00

AICA CEF Panel: Staying Flexible is Key to Unlocking Returns in High-Rate Environment

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2024-03-01T14:27:09-05:00 -

AICA CEF Panel: Staying Flexible is Key to Unlocking Returns in High-Rate Environment2024-03-01T14:27:09-05:00

Regulatory capital relief securities add yield, diversification to banking portfolios

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2024-02-20T09:34:32-05:00 -

Regulatory capital relief securities add yield, diversification to banking portfolios2024-02-20T09:34:32-05:00

AICA Panel: Activism is Evolving as it Attracts More Capital

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2024-03-01T14:27:50-05:00 -

AICA Panel: Activism is Evolving as it Attracts More Capital2024-03-01T14:27:50-05:00

abrdn’s Mondillo: Downtrodden muni funds now represent a big opportunity

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2024-03-15T12:18:06-04:00 -

abrdn’s Mondillo: Downtrodden muni funds now represent a big opportunity2024-03-15T12:18:06-04:00

CEF Discounts Remain Wide, Yields Attractive in Q4 2023

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2024-07-30T13:27:04-04:00 -

CEF Discounts Remain Wide, Yields Attractive in Q4 20232024-07-30T13:27:04-04:00

SCG’s Merrill on how derivatives mitigate risk and goose equity returns.

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2024-02-05T09:32:02-05:00 -

SCG’s Merrill on how derivatives mitigate risk and goose equity returns.2024-02-05T09:32:02-05:00

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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.