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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.

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.

Advisor ‘Gamma’

New research shows financial advisor “gamma” may help improve portfolio returns, says Paul Ellenbogen of Morningstar.

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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