Yield Hunting

Yield Hunting

Weekly Commentary | Sept 13, 2026 | Abdrn Changes, BCAT Rights, BANX Special

Yield Hunting's avatar
Yield Hunting
Sep 13, 2026
∙ Paid

Summary

  • CEF discounts have widened to -7.1%, the deepest since March, driven by rising rates, volatility, and early tax loss harvesting pressures.

  • Accumulating high-quality taxable bond CEFs at wider discounts is compelling, especially as short-term rates peak and NAVs remain tethered.

  • abrdn EM Ex-China (AEF) raised its distribution by 13% to $0.26, reflec…

User's avatar

Continue reading this post for free, courtesy of Yield Hunting.

Or purchase a paid subscription.
© 2026 Yield Hunting · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture