After another difficult week in the markets, BDC sector prices are at a one year low and in correction mode. Is a continuing slump inevitable or could investors be surprised to the upside. We explain the complicated forces involved.
This was a wild week in the markets, including the BDC sector, but that’s not reflected in the final numbers. We discuss what happened and the outlook for 2022, which could yet go in very different directions.
Bloomberg has unexpected news about distressed credit conditions. We offer up some BDC-related perspective.
After briefly reaching a new high less than days ago, the BDC sector plumbed new depths for 2022 in a continuing reversal of fortune. We check out the damage and surmise what might come next, while keeping a long term perspective.
In the blink of an eye, the markets – including the BDC sector – went from surging upward to downward. We explain why but also discuss the countervailing forces likely to affect BDC investing in the longer term and why a mis-step could prove costly for investors.
The BDC sector is holding up well in a difficult environment – much better than the major indices. We discuss the reasons why and discuss the different paths that could lie ahead.
The BDC Reporter has updated and expanded the Fixed Income Table of all publicly traded unsecured debt as changing market conditions have caused us to reassess the direction of this segment of the market.
After 3 weeks in the black, BDC prices dipped again. We assess what a possible sea change in sentiment might do to the sector in the weeks and months ahead.
The BDC sector is up again in price, breaking 52 week and YTD records all over the place. We assess where the sector stands compared to prior performance and the major indices and discuss whether this long standing rally in private debt can plug along.
BDC prices moved up sharply for a second week of gains and pushing year-to-date returns into the black despite all the market challenges that have occurred in 2022. Looking ahead, there are both challenges and opportunities, with a short term weakness likely to be followed by higher earnings.
The Fed has finally committed itself to a course of action on rates, which boosted the major indices but left the BDC sector to post only a modest price gain. The BDC Reporter reviews the week’s data and looks forward to the end of the year.
Like all the major indices, the BDC sector dropped in the week ended March 11, ending up in the red for 2022. Nonetheless, the BDC Reporter offers up an optimistic outlook for the rest of 2022.
Monday was a tough day for investors and the BDC sector was not spared this time. We review what happened to the sector and individual stocks. Looking forward, we admit to a change in sentiment.
The major indices fell in week two of the war in Ukraine, but the BDC sector moved up. Individual BDC stock activity was higher than usual, including one player whose price crash and burned.
After dropping sharply on Tuesday, the major indices – and the BDC sector – moved up sharply on Wednesday. Many BDCs reported a raft of results, which the BDCs Reporter has been inputting into our proprietary data tables.
