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

High-Yield REITs Are Still On The Mat, But It's Time For A Rebound

Let me take you back to April 2001 for a second. Because that year brought a key turning point for income investors.

Forbes • May 29, 2026

The Case for Gold Miners: Why Supply Scarcity is Key

While gold has proved to be a hot commodity for the last few months, some naysayers have looked at March's short-term volatility as a reason to stay away from the precious metal for now.

ETF Trends • Apr 27, 2026

Why Invest in Rare Earths? Consider These Three Use Cases

In recent months, there has been a lot of discussion about the importance of amplifying the domestic production and supply chains for rare earths in the United States. Given that China maintains a significant hold over the global market, the U.S. looking to increase its own rare earths presence makes a good deal of sense.

ETF Trends • Apr 20, 2026

As Oil Prices Struggle, Keep an Eye on Uranium

Key Takeaways While energy investments of all kinds have struggled amid conflict in the Middle East, uranium might offer a compelling long-term opportunity. Sprott Asset Management CEO John Ciampaglia noted that uranium's fundamentals remain sound, and that it remains far harder to substitute or replace than other metals investors tend to allocate towards.

ETF Trends • Apr 6, 2026

Structural Silver Deficit: Navigate Volatility With a Dual-Asset Approach

Silver is entering its sixth consecutive year of a structural supply deficit, as global production fails to keep pace with the massive demand required for the clean energy transition and AI infrastructure.

ETF Trends • Mar 31, 2026

As Prices Dip, Strike While the Iron (and Gold) Is Hot

Despite falling below $5,000 recently, it could be an opportune time to strike and purchase the dip in gold prices. Fundamental demand drivers could continue to push the precious metal higher through the rest of the year.

ETF Trends • Feb 23, 2026