06/03/2025, 01:15 PM UTC
利率下跌前应抛售的两只商业发展公司股票2 BDCs To Dump Before Rates Fall
1、美联储近期行动和经济数据表明，中短期内存在进一步降息的重大风险，威胁到BDC的股息可持续性；2、即使如ARCC和BXSL等优质BDC，在利率下降环境中也面临净投资收益（NII）下滑；3、若投资者将降息作为基本假设，建议抛售文中提及的两只未具名优质BDC。1. Recent Fed actions and economic data suggest significant risks of interest rate cuts, threatening BDC dividend sustainability; 2. Even strong BDCs like ARCC and BXSL face net investment income (NII) declines in a lower-rate environment; 3. The article recommends divesting two unnamed high-quality BDCs if investors expect rate cuts as a base case.---
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