VettaFi: Moving Averages of the Ivy Portfolio and S&P 500: June 2026
VettaFi: Moving Averages of the Ivy Portfolio and S&P 500: June 2026 July 9th, 2026
Ep. 278 — abrdn’s Laranjiero: Rate cuts should boost muni bond funds
Miguel Laranjeiro, Investment Director at abrdn, says we are seeing "the beginning of a robust in-flow cycle into the muni space," noting that credit spreads and all-in yields are attractive and that the value of the tax exemption will...
Why Good Management Matters: Saratoga BDC Sustains Solid Performance, Surmounts Discreet Credit Stress
Saratoga Investment Corp. (NYSE: SAR), a publicly listed business development company (BDC) that provides debt financing and equity capital to middle market companies, continues to exhibit a high-performing lower middle market core portfolio and provides a good market opportunity for investors, despite two recent discrete non-accruals that dented its stock price, Saratoga’s CFO says.
Ep. 277 — Oppenheimer’s Penn on how BDCs might fare when the rate cuts start
Mitchel Penn, Managing Director of Equity Research at Oppenheimer and Co., says that while business development companies (BDCs) have struggled this year, they are positioned well to ride out the changing interest rate cycle. He says that when...
Simpson Thacher Adds Congressional and State AG Investigations Team
Simpson Thacher Adds Congressional and State AG Investigations Team February 2nd, 2026
Nuveen: Muni Minute: Municipals ride the technical tailwind
Nuveen: Muni Minute: Municipals ride the technical tailwind February 2nd, 2026