- REITs get plenty of exposure on Seeking Alpha but this article discusses a sector that's currently yielding around 8% and continues to outperform.
- BDCs have minimal investments in cyclical sectors, stronger credit performance than many private equity/debt funds during recessionary periods, maintaining and often improving dividend coverage while others are cutting.
- BDCs will likely continue to outperform especially in a rising rate and/or inflationary environment.
- Also discussed are using ETFs and ETNs in these higher-yield sectors to improve diversification but also taking into account yield and total returns.
For further details see:
This High-Yield Sector Continues To Pummel REITs