BDC prices snapped back after 3 weeks in the red. We make a case for why the sector might do better yet – recessionary concerns notwithstanding.
For a third week in a row BDC prices dropped. We discuss the extent of the damage, where the sector stands and what the underlying market conditions look like.
The major indices dropped like a lead balloon, but the BDC sector not so much in the week ended August 26. We offer up a couple of reasons why and project what may lie ahead for BDC investors. Buckle your seatbelts.
We annotate the Bain Capital Specialty Finance IIQ 2022 earnings conference call and – amongst other items – weight the chances of substantially higher earnings and distributions in the second half of this year.
After 4 weeks, BDC prices turned and moved the other way – along with the broader markets. We review the damage, where the sector stands and discuss what readers should expect to see on the BDC Reporter’s pages next week.
BDC sector prices increased for a record 4th week in a row. We assess where the sector has landed price-wise and what the short term and long term might bring. Unusually, the BDC Reporter has more confidence in its view of the latter than the former.
The BDC stock price rally rolls on and we have the numbers to prove the point. We also review what we’ve learned more than halfway through earnings season ands what might lie ahead for the BDC sector.
Apollo Investment is going to change its name and ticker symbol and much more besides. The BDC Reporter analyzes whether the BDC’s proposed transformation will be truly “transformative”.
The BDC rally continues for yet another week, boosted by sentiment across all markets and higher earnings from rate increases. We review the data and discuss the alternative scenarios going forward over various time frames.
Investors are in an optimistic mood, as reflected in all markets – including the BDC sector – this week. We review the numbers and go on to warn that ups and downs of 2022 may last for a long time yet. The upcoming IIQ 2022 BDC earnings season may prove more confusing than illuminating.
BDC prices could not continue their winning price streak. We review the numbers and discuss what we’ll be most looking out for when BDC earnings season begins in two weeks time.
BDC prices increase for a third week in a row. We discuss the details and offer up the BDC Reporter’s unalloyed view of how this might all play out. Spoiler alert: Patience will be required.
BDC stock prices behaved inconsistently as we reached the half-year mark. We review the weekly, quarterly, six month and full year numbers and discuss what the coming earnings season might tell us.
BDC prices bounced back somewhat in this holiday shortened week but question marks remain about what comes next as everything remains unresolved.
As we reach the mid-point of 2022, BDC stocks had their worst week since the even darker days of the pandemic. The BDC Reporter offers up its view on whether the markets are overshooting to the downside. Warning: it’s a complicated answer.
A bad week for the major indices was less so for the BDC sector. We explain how, and speculate as to why.
By recent standards, this was a quiet week for BDC prices. We review the numbers and take a deep breath to determine where we are and where prices might go for the rest of the year.
BDC sector prices recovered mightily after weeks of being battered. We review the metrics and ascertain just how much damage has been done in 2022 following this unexpected reprieve.
The BDC sector – and everything else – had a difficult week where prices are concerned. We attempt to get our arms around about how bad this could yet get and also look to the potential upside of all this downward drama.
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.