DiscoverThe NAVigatorAre falling rates, changing conditions setting up BDCs for a fall?
Are falling rates, changing conditions setting up BDCs for a fall?

Are falling rates, changing conditions setting up BDCs for a fall?

Update: 2025-09-26
Share

Description

John Cole Scott, President of CEF Advisors, talks about how current conditions have made for nervous times in the business-development company space, and he looks at history to determine whether the risks are systemic rather than situational. The conversation looks at how the BDC space has gotten extensive scrutiny recently from the Financial Times and on sites like Seeking Alpha, with some observers forecasting trouble ahead; Scott, who is also the chairman of the Active Investment Company Alliance, acknowledges the potential for trouble but also highlights the differences between the top tier companies and the weaker players to conclude that there is less danger than the coverage suggests.

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Are falling rates, changing conditions setting up BDCs for a fall?

Are falling rates, changing conditions setting up BDCs for a fall?