Author: Chris Allen

2018

Prospects for closed-end funds remain “fairly strong” in 2018, says Alex Reiss of Stifel, who anticipates a potential increase in new issuance.

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2017

Looking back, closed-end funds generally had a “strong” year in 2017, benefiting investors, says Alex Reiss of Stifel.

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MLPs

Energy-related Master Limited Partnerships, or MLPs, have faced challenges despite relatively stable prices in recent months, says Jesse Dashefsky of Morningstar.

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Equities

US equities may continue their “good run” and the healthcare sector in particular may present opportunity to investors, says Travis Miller of Morningstar.

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Fixed Income

While the fixed income market has been relatively stable, it’s important to “know what you own” before potential volatility strikes, says Emory Zink of Morningstar.

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