If you are an income investor, then most probably you have already either included or considered incorporating some covered call ETF exposure in your portfolio.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the develo ...

Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG inves ...

I think that it would be fair to say that many BDC investors have been caught off guard in terms of BDC ability to withstand declining interest rates. While it was clear that the private credit loanRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other ...

My closest followers have most probably noticed that while I am long and bullish on certain BDCs, when it comes to the broader sector perspectives, then my sentiment is quite bearish, to say the least.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Ot ...

文章背景 - 关于Virtus InfraCap美国优先股ETF的分析文章发布于关税冲击之后 即导致市场显著波动的关税宣布日[1] 分析师背景 - 分析师Roberts Berzins拥有超过十年金融管理经验 曾帮助顶级企业制定财务策略并执行大规模融资[2] - 分析师在拉脱维亚推动房地产投资信托基金框架制度化 以提升泛波罗的海资本市场流动性[2] - 分析师持有CFA执照和ESG投资证书 并曾在芝加哥期货交易所实习[2]

My previous piece on the Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA: PFFA ) was issued right after we got hit by the tariff-shock - i.e., the "Liberation Day" tariff announcement that caused significant volatility in the markets.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidi ...

Gladstone Capital (NASDAQ: GLAD ) has been one of my first BDCs that I have covered here on the platform, assigning a buy rating. My original thesis was issued in December 2023, where I indicated aRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other ...

行业发展状况 - 行业发展动态公司板块目前处于不断变化的状态 许多关键变量对该板块参与者的盈利构成越来越不利的影响 [1] - 行业盈利基础尽管未面临有意义的阻力 但整个体系的股息覆盖率水平极低 [1] 分析师背景 - 专业经验分析师在财务管理领域拥有超过十年的经验 曾帮助顶级企业制定财务战略并执行大规模融资 [1] - 政策贡献分析师为拉脱维亚建立了房地产投资信托基金框架以提升泛波罗的海资本市场的流动性 并参与了国家国有企业融资指南的制定以及引导私人资本进入经济适用房领域框架的开发 [1] - 专业资质分析师持有特许金融分析师资格和ESG投资证书 并在芝加哥期货交易所实习过 积极参与支持泛波罗的海资本市场发展的思想领导力活动 [1] 持仓披露 - 持仓情况分析师对KBDC、TSLX、ARCC等公司股份持有有益的多头头寸 方式包括股票所有权、期权或其他衍生品 [2]

产品结构 - Putnam BDC Income ETF是少数专注于商业发展公司投资的交易所交易基金之一 该产品允许投资者获得纯商业发展公司风险敞口而无需承担非相关资产风险 [1] 分析师背景 - 分析师Roberts Berzins拥有超过十年金融管理经验 曾为顶级企业制定财务战略并执行大规模融资项目 [2] - 在拉脱维亚推动房地产投资信托基金框架制度化 以提升泛波罗的海资本市场流动性 [2] - 参与制定国家国有企业融资指南 并建立私人资本投资经济适用房的框架体系 [2] - 持有特许金融分析师资格和ESG投资证书 具备芝加哥期货交易所实习经历 [2]

个人专业背景 - 拥有超过十年金融管理经验 协助顶级企业制定财务战略并执行大规模融资项目 [1] - 在拉脱维亚推动房地产投资信托基金(REIT)框架制度化 以提升泛波罗的海资本市场流动性 [1] - 参与制定国家国有企业融资指南 建立私人资本投资经济适用房的框架体系 [1] - 持有CFA特许资格认证和ESG投资证书 曾在芝加哥期货交易所完成实习 [1] - 持续参与思想领导力活动 支持泛波罗的海资本市场发展 [1] 持仓披露 - 分析师通过股票持有、期权或其他衍生品方式 长期持有O和EPRT公司多头头寸 [2] - 分析内容基于独立研究 未获得除Seeking Alpha外任何形式的报酬 [2] - 与所提及股票公司不存在任何业务关联关系 [2] 平台性质说明 - 过往业绩不构成未来表现保证 不提供具体投资建议 [3] - 发表观点不代表Seeking Alpha整体立场 [3] - 平台非持牌证券交易商、经纪商或美国投资顾问机构 [3] - 分析师团队包含未受监管机构认证的专业投资者与个人投资者 [3]