Workflow
Higher-for-longer interest rates
icon
搜索文档
Sixth Street Specialty Lending: Strength Amid Headwinds And The Premium Reflects That
Seeking Alpha· 2025-09-07 18:55
Over the past few years, the BDC ( BIZD ) sector has enjoyed a strong performance due to higher-for-longer interest rates. Capital Southwest ( CSWC ), before I sold out of my position, was my portfolio's strongest performer.Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their ...
Raymond James: Rising Markets Offset Cash Headwinds (Rating Upgrade)
Seeking Alpha· 2025-07-24 18:30
Raymond James Financial (RJF) 股价表现 - 过去一年股价表现强劲 涨幅约44% [1] - 市场上涨推动资产管理规模(AUM)及相关费用增长 [1] - 长期维持较高利率环境对净利息收入形成支撑 [1] 分析师背景 - 拥有15年以上逆向投资经验 基于宏观观点和个股反转机会获取超额收益 [1] - 投资策略注重风险收益比的优化 [1] (注:根据任务要求 已过滤所有免责声明、风险提示及与公司/行业无关的个人披露内容)