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Closed End Fund Association


Interviews & Analysis

Aberdeen Municipal Income Fund offers a timely opportunity to pursue monthly, tax-exempt income in today's attractive municipal bond market. In this CEF Insights episode, Aberdeen's Mike Taggart and Miguel Laranjeiro discuss how active management, high-yield muni exposure, and thoughtful leverage may support sustainable income. Learn why the fund may be well positioned for income-focused portfolios.

Mat Kirschner, lead portfolio manager for the Cohen & Steers Quality Income Realty Fund (RQI), an actively managed real estate closed-end fund, shares views on the entry point for commercial real estate investors. He also highlights three potential opportunities, backed by powerful macroeconomic themes and limited supply dynamics. Learn more about the Cohen & Steers Quality Income Realty Fund (RQI) here.


Investment Updates

Emerging markets remain driven by two key themes: AI infrastructure investment and rising defense spending. AI capital spending continues to attract attention, while European defense programs may support select industrial and infrastructure companies. The outlook depends on policy, funding, implementation, and market conditions.

The market focus has shifted back to AI and the sustainability of the technology cycle. Strong memory-chip earnings confirmed robust AI demand, but also prompted profit-taking as investors question whether peak earnings growth is nearing. The next phase will depend on hyperscalers generating returns on elevated AI spending, while broader investor interest beyond technology could support a healthier market.


Industry News

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