- We take a look at the action in BDCs through the third week of November and highlight some of the key themes we are seeing.
- BDCs had an off week and, as a sector, are now only marginally up for November - a contrast to a very strong October.
- We take a look at what drives BDC valuations - an important question for investors who are thinking about valuation shifts of their holdings or new allocations.
- We have added a quarterly change in the weighted-average portfolio credit rating to our BDC Tool - an indication of portfolio quality trends in the BDC sector.
- We also take a look at a few earnings releases in OSCL and PNNT.
For further details see:
BDC Weekly Market Review: What Drives BDC Valuations