Ares Capital is issuing a great deal of new unsecured debt. We assess both the impact on the BDC and on the sector at an uncertain time in the debt markets.
We edit the latest Ares Capital earnings conference call to focus only on credit issues discussed and provide our assessment of performance and outlook at a critical moment.
Ares Capital has quietly provided some previews into its IVQ 2024 results from a recent Prospectus. The most interesting aspect? Yields.
4 BDCs of all stripes have reached new record high prices. We provide valuation metrics and discuss why the market animal spirits seem to be reviving.We’ve got one strong theory.
Fresh from publication in the BDC Credit Reporter, we discuss the recent bankruptcy filing of a food manufacturer in which two of the BDCs in our coverage universe have substantial positions.
We review IIIQ 2024 performance reviews for 5 of the 9 BDCs that reported in this first week of earnings season. The rest will be reviewed shortly.
One BDC has reached a new 52 week price and two at a new 52-week low.
Continuing our limited series, we look at another troubled BDC portfolio company likely to impact IIIQ 2024 results for two BDCs.
We offer up projections for how Ares Capital might perform when the BDC reports its results for the IIIQ 2024 on October 30, 2024.
A portfolio company of Ares Capital – and 3 other BDCs – has filed for bankruptcy. We review the likely impact of this credit setback.
We are writing credit summaries for every BDC that has reported IVQ 2023 results. These summaries accompany one of the BDC Reporter’s top SubScriber Tools: the BDC Credit Table. We have just completed a credit update for Barings BDC. That’s 12 completed.
Combining both disclosures from Ares Capital and independent analysis from the BDC Credit Reporter, we undertake a top to bottom credit review of the largest BDC.
Five different BDCs are tapping the markets for unsecured, medium term debt – each in a different way. We review the details and explain why this is important.
We’re re-publishing the BDC Credit Reporter’s just-published credit review of Ares Capital following the BDC’s recent publication of its IIIQ 2023 results.
We compare our preview of Ares Capital’s IIIQ 2023 results against its just-announced actual performance.
