Is It Time To Add To CEFs Or Not?

Mar 30, 2022

∙ Paid

CEF portfolios continue to correct as the bond market suffers one of its worst drawdowns ever.
Discounts have widened materially in the last 6 months but are still not in 'screaming bargain' territory.
NAVs are suffering and we really need stabilization before we can add significantly.

To add or not to add, that is …

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