Nothing to report on the BDC Fixed Income price front and only two minor debt raising developments. The big changes in this market remain in the (not so distant) feature.
The shareholders of Goldman Sachs BDC say yes to both higher leverage and a lower Management Fee. Historic turning point for BDC compensation or outlier ?
The BDC common stock rally edges forward in a quiet week for the sector. What BDC shareholders decide in the weeks ahead may change the momentum.
Goldman Sachs BDC is offering a big fee concession and asking shareholder approval to leverage up the balance sheet. We’ve done the numbers as best we can and come to a surprising conclusion.
BDC Fixed Income prices did not move much on the week, but the outlook for the entire sector for years to come shifted dramatically.
A watershed week for the BDC Sector, but not for the usual reasons.
On the cusp of the most interesting Earnings Season in years, BDC stocks remained in a narrow range. We look forward to the debate about extra leverage but also beyond…
In a week with much back and forth about BDC leverage stock prices head modestly higher. We discuss trends, highlight an unexpected Biggest Loser and discuss the impact of the new law.
Up, down and all around the BDC Sector moves in this past week. However, the Ides of March still point mostly to Down, as we illustrate.
Another Week To Forget for BDC common stocks, but is worse to come ? We continue to place the market meltdown in context.