This Major Market Rotation Just Handed Dividend Investors A Huge Gift

This Major Market Rotation Just Handed Dividend Investors A Huge Gift

Seeking Alpha • Feb 23, 2026

The ABCs Of BDC Risk

There are multiple risks for your BDC investments now and three that specifically create risk for certain BDCs. Business development companies offer high yields but carry significant, often misunderstood risks, especially in falling interest rate environments. Volatile interest rates can damage BDC profitability and distributable income, causing dividend cuts and share price declines.

Seeking Alpha • Feb 23, 2026

Alternative Managers' Woes Deepen Amid Software Slump. The Pressure Has Been Building.

A selloff in software is spilling into BDCs and alternative asset managers, with investors newly focused on private-credit exposure and redemption risk.

Barrons • Feb 23, 2026

Ares Management Prices European Direct Lending CLO II at Over €300 Million

LONDON--(BUSINESS WIRE)--Ares Management Corporation (NYSE: ARES) (“Ares”), a leading global alternative investment manager, announced today the pricing of its second European Direct Lending Collateralized Loan Obligation, Ares European Direct Lending CLO II (“EDL CLO II”), at over €300 million. Consistent with the underlying composition of its predecessor, EDL CLO II is a diversified CLO comprised entirely of directly originated and actively managed loans issued by over 70 middle-market compan.

Business Wire • Feb 19, 2026

Blue Owl Move to Curb Redemptions at Private Credit Fund Hits Alt Manager Stocks

The Blue Owl news is the latest negative development for the private credit industry.

Barrons • Feb 19, 2026

ARES Signals Strong 2026 Deal Momentum, Reaffirms Growth Targets

Ares Management signals accelerating 2026 deal momentum with record pipeline and reaffirms double-digit growth targets.

Zacks Investment Research • Feb 17, 2026

A Historic Opportunity For Dividend Investors To Win Big

AI panic crushed SaaS and dragged down BDCs and asset managers. Trading at steep discounts and high dividend yields, we think that this is a historic opportunity. We explain why the market got it wrong and highlight rare opportunities to potentially win big.

Seeking Alpha • Feb 13, 2026

Ares Management Corporation (ARES) Presents at Bank of America Financial Services Conference 2026 Transcript

Ares Management Corporation (ARES) Presents at Bank of America Financial Services Conference 2026 Transcript

Seeking Alpha • Feb 10, 2026

Why BDC Dividend Cuts Aren't The Red Flag Investors Think

The market is signaling distress for BDCs, but the data tells a very different story. Dividend cuts for BDCs aren't what most investors think they are. Rare, well-covered double-digit yields trading at huge discounts to NAV are quietly flashing opportunity signals.

Seeking Alpha • Feb 9, 2026

Turning A Multi-Trillion-Dollar AI Tailwind Into Real Returns

Massive hyperscaler CapEx - $560B in 2024 - drives a QE-like cycle, fueling real-economy demand for data centers, power, and infrastructure. AI-driven CapEx is forced and persistent, creating bottlenecks in energy, grid, and materials, favoring infrastructure and energy suppliers. Amazon and Alphabet are executing aggressive CapEx plans, internally funded, but face higher depreciation and operational risks.

Seeking Alpha • Feb 9, 2026