The ABCs Of BDC Risk

04:20pm, Monday, 23'rd Feb 2026
There are multiple risks for your BDC investments now and three that specifically create risk for certain BDCs. Business development companies offer high yields but carry significant, often misunderst
This Major Market Rotation Just Handed Dividend Investors A Huge Gift
A selloff in software is spilling into BDCs and alternative asset managers, with investors newly focused on private-credit exposure and redemption risk.
Weekly Market HighlightsWeekly performance was volatile at the extremes, with 876 stocks gaining more than 10% while 776 stocks declined by more than 10%.Marke
Avestar Capital LLC grew its position in shares of Ares Management Corporation (NYSE: ARES) by 218.1% during the third quarter, according to the company in its most recent 13F filing with the Securiti
Guru Stock PicksLi Lu has made the following transactions:Sold out in SOCNew position in CROXStock News Stocks slip, private credit hit, oil climbs: Blue Owl Ca
LONDON--(BUSINESS WIRE)--Ares Management Corporation (NYSE: ARES) (“Ares”), a leading global alternative investment manager, announced today the pricing of its second European Direct Lending Colla
Ares Management (NYSE: ARES) CEO and co-founder Michael Arougheti struck an optimistic tone on transaction activity and outlined several strategic priorities during a fireside chat at Bank of America'
Ares Management signals accelerating 2026 deal momentum with record pipeline and reaffirms double-digit growth targets.
AI panic crushed SaaS and dragged down BDCs and asset managers. Trading at steep discounts and high dividend yields, we think that this is a historic opportunity. We explain why the market got it wron
Ares Management Corp (ARES) is stepping deeper into the artificial intelligence infrastructure build-out, agreeing to provide $2.4 billion of debt financing to
Ares Management Corporation (ARES) Presents at Bank of America Financial Services Conference 2026 Transcript
The market is signaling distress for BDCs, but the data tells a very different story. Dividend cuts for BDCs aren't what most investors think they are. Rare, well-covered double-digit yields trading a
Massive hyperscaler CapEx - $560B in 2024 - drives a QE-like cycle, fueling real-economy demand for data centers, power, and infrastructure. AI-driven CapEx is forced and persistent, creating bottlene
Artificial intelligence is adding a new layer of uncertainty to the private credit industry. The concerns center on how deeply private credit portfolios are tied to industries most exposed to AI-drive
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