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A Low-Volatility Approach to Emerging Markets

Wed, 16 Apr 2014

Low-volatility strategies can work well in more-volatile asset classes.

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  1. Keep an Eye on Muni Calls

    As the Fed intends to keep interest rates low for the next few years, muni - CEF investors should maintain a close watch on their funds' call exposure.

  2. Will the Next Municipal Shoe Drop on Bondholders?

    Despite the scare of recent bankruptcies and downgrades, municipalities have the resources to continue making bond payments, while looming tax increases likely won't affect muni demand, says Morningstar's Jeff Westergaard.

  3. Caution Signs for CEF Income

    As fixed-income CEFs appreciate, investors seeking yield should be cognizant of bond rollover into lower-yielding assets as well as the added risk of leverage, says RiverNorth's Patrick Galley.

  4. A Midyear Look at Closed-End Funds

    Although the asset class saw some changes during the first six months of 2012, the numbers were somewhat similar to those at the 2011 midpoint.

  5. Bond CEFs Only in First Inning of Discount-Volatility Game

    Many fixed-income CEF investors are heading for the exits, but the movement is creating attractive discounts, says RiverNorth's Patrick Galley.

  6. Yellow Flags for Nonrated Munis

    Despite their extra income, nonrated municipal bonds can expose investors to lower-credit-quality, less-liquid issues with a tremendous research requirement, says Morningstar's Eric Jacobson.

  7. Rising-Rate Fears Create CEF Bargains

    As investors ditched certain income-producing assets on worries of rising rates, an abundance of fixed-income CEFs moved into undervalued territory, according to Morningstar's Cara Esser.

  8. Bond Market Swoon Highlights CEF Advantages

    CEF managers' ability to hold onto underpriced illiquid securities in times of market stress represents an advantage over open-end funds that may have to sell to meet unexpected redemptions, says Morningstar's Cara Esser.

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