- We review CEF market valuation and performance over the first full week of October and highlight recent market events.
- The CEF market took advantage of the rally in stocks and mostly shrugged off the continued rise in Treasury yields.
- We take a look at CEF seasonality dynamics as the tax-loss season is approaching.
- We discuss some of the recent insider trades in BCAT and the key takeaways from the BGH shareholder report update.
- We are focused on three key CEF themes of hybrid allocations, limited duration and cross-credit investment mandates.
For further details see:
CEF Weekly Market Review: Market Shrugs Off Treasury Weakness