Weekly Commentary | November 23, 2025 | JGH Rights, Taxable CEF Discount Widening, Core Funds

Nov 24, 2025

∙ Paid

Summary

Markets declined this week amid valuation concerns and uncertainty over the Fed’s next move, with small caps outperforming large caps and international stocks lagging.
Taxable closed-end fund (CEF) discounts have widened, partly due to tax loss harvesting and increased credit spreads, creating attractive buying opportunities in select funds.
Highli…