TPVG - Positioning Your Portfolio For Higher Interest Rates

• Interest rate fears are creeping back into the market again and this article discusses a sector that will benefit.
• BDCs are currently yielding an average of 8.4% and higher interest rates will likely drive improved net interest margins and dividend increases.
• More importantly, BDC pricing will likely head higher before any rate increases similar to early 2016 outperforming REITs and the S&P 500.
• The buying has likely already started as BDCs have been rallying, but still have higher relative yields as discussed below.

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