Closed-End Fund Association (CEFA)

Leading financial advisor and investor source for closed-end fund and interval fund education, data and insights. Posts ≠ investment advice. #investing #invest

[Closed-End Fund Association (CEFA) @CEFAssociation]

📢 NEW: AI-driven investment demand is creating new opportunities in the convertible securities market.

@AdventCapital_ PM of $AVK shares views on:

• How convertibles are benefiting from AI-related investment and rising market volatility.
• Why corporate profit growth remains a key driver for high-yield credit.
• The role convertibles and high yield may play in a lower-duration income strategy.

Listen or read: https://t.co/rfQ9pjDcA3

[Closed-End Fund Association (CEFA) @CEFAssociation]

As investors focus on AI, the infrastructure required to power it warrants a closer look. 🔍

ClearBridge Investments' Peter Vanderlee discusses how growing power demand, rising LNG exports, and continued U.S. energy production are shaping the outlook for energy midstream companies—and the potential opportunity in $EMO.

Listen or read: https://t.co/rjbTGpyBxG

[Closed-End Fund Association (CEFA) @CEFAssociation]

Where are portfolio managers finding income and diversification in today’s shifting markets?

Recent CEF Insights episodes explore opportunities in:

⚡ Energy infrastructure & LNG ($EMO)
🌍 German small- and mid-cap equities ($GF)
⛏️ Gold & junior mining companies ($ASA)

Read or listen to the insights featuring @Clear_Bridge, @DWS_Group, and @merkinvestments: https://t.co/NIr76oorlh

[Closed-End Fund Association (CEFA) @CEFAssociation]

Germany is drawing renewed interest as Europe’s policy backdrop shifts.

Fiscal expansion, improving growth, and a wide valuation gap vs. the U.S. are reshaping the opportunity set.

Learn more about the potential opportunity and $GF from @DWS_Group: https://t.co/pdY8zaTInX

[Closed-End Fund Association (CEFA) @CEFAssociation]

📢 NEW: Energy midstream = income + resilience?

@Clear_Bridge, a @FTI_US company, breaks down $EMO and:
➡️ Fee-based cash flows
➡️ LNG-driven growth
➡️ Portfolio diversification

Read or listen to the latest CEF Insights episode now: https://t.co/M0XXJ8WGGD

[Closed-End Fund Association (CEFA) @CEFAssociation]

The Q1 2026 CEF Snapshot is now available, offering closed-end fund performance highlights across fixed income and equity. At a glance:

📉 Nearly half of CEFs saw discounts widen by 100+ bps.
💰 Income remains strong, with many funds still yielding 9–12%+.
⚡ Natural Resource Funds stood out, with gains up to 30%.

Learn more: https://t.co/Q6aoIoSlRb

[Closed-End Fund Association (CEFA) @CEFAssociation]

New sources of diversification are gaining attention. 🪙

@AxelMerk of @merkinvestments shares why gold is increasingly being considered for its potential to deliver uncorrelated returns in today’s portfolios.

Read or listen to the CEF Insights episode to learn more: https://t.co/TG6371l8zO

$ASA

[Closed-End Fund Association (CEFA) @CEFAssociation]

📢 NEW: European equities are gaining momentum, with Germany emerging as a potential leader. @DWS_Group's Hansjörg Pack, Portfolio Manager of $GF, shares views on German equities and why 2026 could present a compelling setup.

Listen or read: https://t.co/pdY8zaUgdv

[Closed-End Fund Association (CEFA) @CEFAssociation]

Markets are navigating volatility—but are investors overlooking a potential pocket of value?

In the latest CEF Insights episode, @merkinvestments' @AxelMerk shares timely insights on:

⚡ Why today’s volatility may be driven by supply shocks—and what that means for markets.
🪙 What’s behind gold’s surge above $5k and the evolving role of investor demand.
⛏️ The case for value in precious metals miners—and the role of active management.

Read or listen to the new CEF Insights episode to learn more about the potential opportunity in $ASA: https://t.co/TG6371l8zO

[Closed-End Fund Association (CEFA) @CEFAssociation]

A record year for credit issuance could reshape the opportunity set for financial advisors in 2026.

In @GuggenheimPtnrs' latest Corporate Credit Quarterly, the outlook points to a constructive backdrop—supported by solid economic growth, broadening corporate profitability, and easing inflation.

Explore the full outlook and what it means for portfolios: https://t.co/w965epdZzB

[Closed-End Fund Association (CEFA) @CEFAssociation]

Join @AberdeenInv_US for an in-depth discussion on global equity markets, with a focused look at India and broader emerging markets. This CE-eligible session will examine the key forces influencing market performance from economic and policy developments to technology trends, currency movements, and regional growth drivers.

🗓️ Tuesday, 3/17
🕙 10 AM ET
📍 Virtual

Register: https://t.co/QX64VFo0Cx

[Closed-End Fund Association (CEFA) @CEFAssociation]

Gain new views into potential real estate opportunities with $RQI from @cohenandsteers in the latest CEF Insights episode: https://t.co/cGRQWZh4z9

[Closed-End Fund Association (CEFA) @CEFAssociation]

Public real estate now trades at compelling valuations. Gain insight into $RQI, potential real estate market opportunities, and the market outlook for 2026 from @cohenandsteers: https://t.co/cGRQWZgwJB

[Closed-End Fund Association (CEFA) @CEFAssociation]

Real estate has lagged listed equities in 2025, and 2026 offers a reprieve on multiple fronts. Learn more with the @cohenandsteers 2026 Read Estate Outlook: https://t.co/59i6fsjW4g

[Closed-End Fund Association (CEFA) @CEFAssociation]

The latest CEF Snapshot is now available. Explore performance highlights and data for the previous month here: https://t.co/9YRDkkXwe4

[Closed-End Fund Association (CEFA) @CEFAssociation]

Wishing you a joyful holiday season and the very best in the year ahead, from all of us at CEFA. ❄️

[Closed-End Fund Association (CEFA) @CEFAssociation]

Are equities and preferreds on your radar? Catch up on the current outlook and income strategies from @ftportfolios, @AberdeenInv_US, and StoneBridge Advisors: https://t.co/Ie9pp9eb5N

[Closed-End Fund Association (CEFA) @CEFAssociation]

Explore potential fixed income strategies to find yield and manage risk with @AberdeenInv_US and @WesternAsset, a @FTI_US company: https://t.co/Ie9pp9eb5N

[Closed-End Fund Association (CEFA) @CEFAssociation]

Timely views on interval fund trends, strategies, and the market outlook are now available. Listen to the Advisor Summit replay featuring @ftportfolios, @Calamos, and @futurestandard_: https://t.co/Ie9pp9eb5N

[Closed-End Fund Association (CEFA) @CEFAssociation]

Closed-end funds saw notable shifts in discounts and yields last month, offering several takeaways for investors tracking trends across fixed income and equity categories.

Explore the November CEF Snapshot now: https://t.co/F9JnycZkV8