(BIZD)

We are in a 'hated bull market' with record highs despite weak economic fundamentals and tight fixed income spreads. High-risk assets like BDCs are especially vulnerable in this environment, making th...

The BDC sector faces mounting risks from a weakening economy, high consumer debt, and the potential for further dividend cuts as interest rates decline. Recent dividend cuts by several BDCs highlight ...

A diversified, funds-only portfolio can deliver reliable 6-7% income and market-matching growth, ideal for retirees seeking simplicity and peace of mind. Asset allocation spans dividend growth, bonds,...

Blue-chip dividend stocks are great for compounding wealth, but valuation discipline is crucial for strong returns. I discuss 3 popular blue-chip dividend stocks that are due for a sharp pullback. I'm...

By Coulter Regal, CFA, Product Manager Private markets have surged to $15T, but access remains complex. We explore two ways to gain exposure to private credit and asset managers without traditional hu...

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I believe BDC investors face higher odds of unfavorable returns over the next 1-3 years due to macro and sector-specific headwinds. Key risks include a negatively sloped interest rate curve, tight spr...

The market is historically expensive, so investors should seek value in overlooked sectors like business development companies. BDCs benefit from elevated interest rates, offering high yields and stro...

Despite my long-term bullish stance on BDCs, I believe the sector is primed for a correction and may deliver subpar total returns ahead. In fact, I would suggest total return focused investors rotatin...

Synchronizing the currency exposure between liabilities (expenses) and assets (investments) is a pragmatic thing to do. Yet, there is also a merit of introducing some bias towards developed foreign in...