Workflow
Active Credit Selection
icon
Search documents
BIZD Vs. PBDC: Why Active Credit Selection Is Crucial For Total Return In 2026
Seeking Alpha· 2026-01-06 09:46
Group 1 - The BDC segment is facing challenges due to the Federal Reserve's ongoing interest rate cuts, leading to a decrease in net interest income for many non-bank lenders [1] - The analysis emphasizes the importance of selecting the best assets to navigate the current market conditions [1] - The goal is to identify profitable and undervalued investment opportunities primarily in the U.S. market to create a high-yield, balanced portfolio [1]