Getting Cyclical And Value Exposure Through CEFs

Summary

• In this report, we lay out the case for continued exposure to the value/cyclical trade - at least for the time being.

• As rates rise, these areas of the market should outperform (though that doesn't mean they will necessarily go up).

• Here we examine some ETFs to gain that exposure but also some CEFs to use for those that prefer using equity CEFs.

• Tha…