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BDC Sector Weekly Update: Finally Pulling Back
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BDC Sector Weekly Update: Finally Pulling Back

BDC Buzz
Apr 25
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Subscriber Update

  • We are finally seeing some better entry points and pre-markets are currently lower by 1%.

  • ARCC reports results tomorrow.

  • Last week, FDUS and BXSL outperformed, FSK, GSBD, HTGC, ORCC underperformed down ~3%.

  • I am now expecting 125 bps of increases this quarter easily pushing through most investment floors, which is excellent news for most B…

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