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Closed-End Fund News
Morningstar Commentaries
A Divergence of CEF Returns in February
Mar. 19, 2015 - Morningstar, Inc. -  Europe's quantitative easing and a strong U.S. dollar lifted the eurozone and Japan, but negative headline news pushed the municipal market lower.
The Indianapolis Colts aren’t alone in their angst over deflation.
Feb. 19, 2015 - Morningstar, Inc. -  The Indianapolis Colts aren’t alone in their angst over deflation.
Market Commentaries
A Deeper Look at Smart Beta in Fixed Income
Mar. 26, 2015 - BlackRock Blog -  While most tend to think of smart beta as a tool for stock portfolios, there are ways to apply it to bonds. Sara Shores shares a smart beta approach to balancing interest rate and credit risk.
Good News is Still Good News
Mar. 09, 2015 - First Trust -  The stock market sold off hard last Friday and the reason looks clear: job creation was stronger than the consensus expected in February, the fourth straight month of upside surprises in payrolls.
Recent Commentaries
CLOSED-END FUND review - Fourth Quarter 2014
Jan. 26, 2015 - First Trust -  2014 was a solid year for diversified closed-end fund (CEF) investors. I specifically use the term “diversified” because whether I am writing about CEFs or giving a presentation about the CEF structure, I always encourage investors to diversify across several different categories of the CEF structure in order to attain proper diversification and exposure to many different asset classes. According to Morningstar, the average CEF was up 7.88% last year on a share price total return basis. As always, performance varied significantly depending on the category.
Senior Loan & High Yield Review – 4th Quarter 2014
Jan. 21, 2015 - First Trust -  2014 proved to be far more eventful than most predicted. Consider the nearly certain prognostication that rates would increase in 2014, the surprising impact the polar vortex had on economic activity early in the year, geopolitical headlines (Russia/Ukraine, Middle East [Gaza, ISIS], Europe [Greece], etc.), Ebola fears, and last, but most certainly not least, the nearly 50% drop in the price of oil (more on this in a moment). As a result, while sentiment was relatively positive in the early part of the year, investor sentiment for credit risk reversed course and was relatively weak throughout the second half of the year.
CEF Industry Reports
Aberdeen Global Income Fund, Inc. (FCO)
Mar. 26, 2015 - Aberdeen Asset Management -  Fund Overview
Most global government bond yields rose in February, led by U.S. Treasuries1, as upbeat jobs data spurred anticipation of central bank interest-rate hikes by mid-year. In Europe, investors were relieved as an agreement was reached with Greece to extend its bailout program by four months. Elsewhere, UK yields outpaced their U.S. equivalents as the Bank of England raised its gross domestic product (GDP) forecast, while labor market data were positive.
Aberdeen Asia Tigers Fund, Inc. (GRR)
Mar. 26, 2015 - Aberdeen Asset Management -  Fund Overview
In Fund-related corporate news, Standard Chartered announced that Bill Winters will replace Peter Sands as CEO in June. Group executive director Jaspal Bindra will step down this year and Chairman John Peace will follow suit in 2016. New independent directors will also be brought on board. We believe these changes may position the bank well for an emerging-markets recovery.
Featured CEF Fund Reports
Aberdeen Global Income Fund, Inc. (FCO)
Mar. 26, 2015 - Aberdeen Asset Management -  Fund Overview
Most global government bond yields rose in February, led by U.S. Treasuries1, as upbeat jobs data spurred anticipation of central bank interest-rate hikes by mid-year. In Europe, investors were relieved as an agreement was reached with Greece to extend its bailout program by four months. Elsewhere, UK yields outpaced their U.S. equivalents as the Bank of England raised its gross domestic product (GDP) forecast, while labor market data were positive.
Aberdeen Asia Tigers Fund, Inc. (GRR)
Mar. 26, 2015 - Aberdeen Asset Management -  Fund Overview
In Fund-related corporate news, Standard Chartered announced that Bill Winters will replace Peter Sands as CEO in June. Group executive director Jaspal Bindra will step down this year and Chairman John Peace will follow suit in 2016. New independent directors will also be brought on board. We believe these changes may position the bank well for an emerging-markets recovery.
Upcoming Event





The 14th Annual Closed-End Funds & Global ETFs Forum is the only educational, industry, marketing, and networking event to combine closed-end funds and ETFs. This conference consistently draws over 1,000 professionals every year. Financial advisors, institutional investors, RIAs, private bankers, financial planners, fund and asset managers, analysts, and financial media utilize this forum not only as a resource for sharing and evaluating the latest CEF and ETF products and trends, but also as an interactive platform for enhancing visibility and establishing the right connections.

Limited seating avaliable and will fill up quickly.