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Financial advisors are only getting started with alternatives. Cerulli Associates says the money flowing into these strategies through the advisor channel is nowhere close to peaking.
Ares Capital remains my top BDC pick, offering a durable 9.6% yield and industry-leading underwriting through credit normalization. Q2 2026 showcased resilient credit metrics, accelerating deal flow, and enhanced funding flexibility, with $6 billion in liquidity and a new commercial paper program. Dividend coverage is robust: NII, TTM core earnings, and $1.38/share spillover reserve support the $0.48 quarterly payout, with 60 consecutive stable or rising payments.
Crescent Capital BDC is rated HOLD, with the stock trading at a record 0.600x NAV and an attractive 12.7% yield. The dividend was reset 19% lower to $0.34, now conservatively covered by NII at 1.06x, and management permanently cut fees. Portfolio credit quality remains pressured: NAV has declined for eight straight quarters, non-accruals are 4.8%, and the watch list is 14.7%.
Chicago Atlantic BDC's Q2 credit quality remained strong, with 0% non-accruals, 100% senior-secured exposure, and a 16% weighted-average gross portfolio yield. The $1.1 billion pipeline and $25 million post-quarter deployment suggest weaker Q2 originations were timing-related rather than structural. Chicago Atlantic Real Estate Finance's Koach transaction adds a 12% yielding asset and should be modestly NAV accretive because new shares were issued above book value.
NUTX, RCMT, RELY and BDC boast strong net margins, positive earnings estimate revisions and bullish analyst ratings that signal upside.
Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, today announced the launch of new products and portfolio expansions designe
ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, today announced the launch of new products and portfolio expansions designed to help customers build more efficient, resilient and scalable IT/OT networks—spanning industrial device connectivity, wireless orchestration, rugged switching and power options, high-density fiber infrastructure and life-safety cabling. Operational Technology (OT) environments across manufacturing, energy a.
BDC's record Q2 results, AI data-center momentum and RUCKUS deal strengthen its shift toward higher-value, full-stack networking solutions.