Author: Julia Bell

Utility closed-end fund discounts are narrowing as rate expectations cool. Here’s what’s driving the move and where the real opportunity may still sit.

Closed-end muni bond funds are rebuilding leverage as managers bet on a rate ceiling. Here’s what’s driving the move and what investors need to watch.

Closed-end infrastructure funds are seeing rapid discount compression as rate expectations shift, drawing income investors back to a sector that traded well below NAV for two years.

Closed-end equity funds are turning to share buybacks as persistent NAV discounts attract activists. Here is what the trend means for investors and how to evaluate these programs.

Closed-end floating rate funds are narrowing discounts after the Fed pause. Here’s why the mechanics matter and where the risks are hiding.

Closed-end senior loan funds are narrowing their NAV discounts as credit holds steady and floating-rate income stays elevated. Here is what that means for investors now.

Merger arbitrage spreads are widening as regulatory scrutiny, rising rates, and deal uncertainty make transaction outcomes harder to predict. Here’s what it means for investors.

Structured notes are returning to wealth management portfolios. Here is what fee-conscious advisors are doing differently this time, and where the risks remain.

SPACs are quietly returning after SEC rule clarity on disclosures and liability. Here’s what changed, why sponsors are moving again, and what investors need to watch.

Short volatility ETFs are drawing steady inflows as calm markets make premium-selling strategies look easy. Here’s what’s driving the trade and where it breaks.