Blackstone Secured Lending Fund Stock News

BDCs are currently exposed to multiple structural headwinds. It is very difficult to substantiate a bullish case for the BDC sector. In my view, to achieve alpha, one would have to go far out on the risk curve.

The threat of higher inflation and interest rates for longer has sent the market into turmoil. However, high yield investors have nothing to fear from this development. We share a 7%-yielding portfolio that is well-positioned to weather the current macro environment.

We take a look at the action in business development companies through the second week of December and highlight some of the key themes we are watching. BDCs were flat this week with CSWC and PSEC underperforming; average valuations have risen slightly above the 5-year average. Continuing themes in the BDC sector include performance persistence and valuation compression.

In November, I invested $1,400 primarily in Business Development Companies, boosting my yearly dividend income by $148, with a YTD total exceeding $1,400. My portfolio achieved all-time highs, driven by a strong earnings season and a dovish Fed, with BDCs like Goldman Sachs BDC and Blackstone Secured Lending Fund as key picks. November's dividend income hit a record $620, a 20% Y/Y growth, main...

AI stocks have dominated the markets over the past few years. However, there are a few other sectors that have also shined over the past few years. I share two high-flying big dividend sectors that, I think, will continue to outperform in 2025.

The financial outlook for many BDCs is not promising. Already lower base rates will continue to depress results in Q4 reports. The trajectory for SOFR is not great either.

Big dividend stocks are on a big holiday sale this Christmas season. Even in some of the most in-favor sectors of the high-yield space, bargains can still be found. I share some well-covered 11-14% dividend yields that can be found on the bargain rack.

BXSL is a dominant BDC that focuses on strategic expansion done safely while maintaining a robust and versatile company portfolio. Its experienced leadership team is disciplined and confident. Integration within the Blackstone ecosystem demonstrably enhances BXSL's ability to create new commitments and funding.