How AI & Tariffs Have Helped Drive Copper's Summer Rally

While many metals and commodities are worth keeping an eye on right now, one that may warrant particular focus is copper.  Key Takeaways: The price of spot copper saw a noticeable increase in July, rising 3.65% over the one month alone.

ETF Trends • Aug 21, 2026

Weekly Closed-End Fund Roundup (August 9, 2026)

Closed-end fund (CEF) sector performance was broadly negative, with only 4 of 26 sectors posting positive price returns and an average price return of -0.74%. MLPs led sector performance on both price (+2.64%) and NAV (+2.75%), while California Munis and New York Munis lagged. Significant corporate actions included rights offerings (RQI, MUA), fund reorganizations (MFM/VFL), tender offers (JOF, XFLT), and liquidation plans (KTF).

Seeking Alpha • Aug 17, 2026

Weekly Closed-End Fund Roundup: August 2, 2026

Closed-end fund (CEF) sector performance was mixed, with Senior Loans leading (+1.41%) and MLPs lagging (-3.25%) on price returns for the week ending July 31, 2026. Commodities outperformed on NAV (+2.42%), while MLPs declined most (-4.63%); average sector discount stands at -5.17%, with Sector Equity at the highest premium (+26.96%). Significant corporate actions included RQI's $154M rights offering, MFM/VFL reorganization, and XFLT's proposed liquidity plan contingent on shareholder approval of a new sub-adviser.

Seeking Alpha • Aug 10, 2026

CEF Insights: Navigating Today's Municipal Bond Market

Aberdeen Municipal Income Fund offers a timely opportunity to pursue monthly, tax-exempt income in today's attractive municipal bond market. Aberdeen's Mike Taggart and Miguel Laranjeiro discuss how Aberdeen's active, research-driven approach combines macro insight, bottom-up credit analysis, high-yield municipal opportunities, and prudent leverage to seek sustainable income over time. With an increased monthly distribution and flexible use of leverage, MFM may appeal to investors seeking current tax-exempt income through a closed-end fund structure.

Seeking Alpha • Jul 14, 2026

Summer of Silver: The Case for Buying and Holding

Is now the time to consider hopping back into silver investing? Sure, the precious metal may tend to be a bit more volatile than gold, but it is certainly offering a compelling value proposition for the months to come.

ETF Trends • Jul 7, 2026

CEF Weekly Review: SCOTUS Rules Against Saba

We review the CEF market valuation and performance through the third week of June and highlight recent market action. Closed-end funds (CEFs) were mostly higher, with MLPs lagging and convertible funds leading as Tech rebounded. SCOTUS ruled against Saba in the FSCO lawsuit, limiting private party legal recourse and easing pressure on CEF managers.

Seeking Alpha • Jun 28, 2026

CEF Weekly Review: Covered Call Funds Hike Distributions As Stocks Surge

We review the CEF market valuation and performance through the second week of June and highlight recent market action. Closed-end funds (CEFs) rallied alongside stocks and Treasuries, with discounts tightening and EM debt and equity-linked sectors outperforming. Nuveen equity-linked CEFs, including QQQX and SPXX, hiked distributions, but covered call CEFs like QQQX continue to underperform their benchmarks over time.

Seeking Alpha • Jun 20, 2026

CEF Insights: RQI - Powerful Macroeconomic Themes Driving Opportunities In Real Estate

Learn about the entry point for commercial real estate investors. Gain insight from Mat Kirschner, Lead Portfolio Manager for the Cohen & Steers Quality Income Realty Fund. Three potential opportunities, backed by powerful macroeconomic themes and limited supply dynamics, are highlighted.

Seeking Alpha • Jun 19, 2026

CEF Weekly Review: CEF To OEF Mergers Are A Win-Win

We review the CEF market valuation and performance through the last week of May and highlight recent market action. CEF sectors faced pressure from higher Treasury yields and lower stocks, with discounts widening.

Seeking Alpha • Jun 14, 2026

How China's Rare Earths Dominance Reshapes Defense Strategy

The global push, particularly in Western nations, towards advanced technology in the defense sector is amplifying the realization that critical supply chains run through China. For defense strategists, this reliance becomes a roadblock on the path to critical mineral independence.

ETF Trends • Jun 4, 2026