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Morningstar, Inc. Commentaries

From the Mailbag: Rising Rates and CEFs

Sep 26, 2014
Click here to access From the Mailbag: Rising Rates and CEFs

Last week, the Federal Reserve announced that it will continue the unwinding of its bond-buying as planned in October. The Fed also noted that it would stop all of its asset purchases at the next meeting if economic indicators point to continued improvement in unemployment and GDP growth and if inflation remains within an acceptable range. With that in mind, readers may be concerned about the potential effects of rising interest rates on closed-end funds. 

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Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions.

Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $195 billion in assets under advisement or management as of Sept. 30, 2012. We have operations in 27 countries.