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

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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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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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Beyond Income

One day investors may look beyond income potential when they consider investing in closed-end funds, says John Cole Scott of CEF Advisors.

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A “significant decline” in closed-end fund initial public offerings, or IPOs, presents a challenge to the industry, CEF professionals say.

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Income Pursuit

Closed-end funds have a long history in the United States and continue to attract investors in pursuit of income, says Rennie McConnochie of Aberdeen.

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Industry professionals say interest rates and leverage costs are important factors to consider when assessing the risk level of a closed-end fund.

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Investors looking beyond stocks and bonds may want to consider closed-end funds containing alternative investments, say CEF industry professionals.

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Viewed from a global perspective, closed-end funds offer a wide range of potentially attractive investments, including emerging market strategies, CEF pros say.

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