Ares Management

ARES

Market cap $24.7B

Market sentiment appears overly defensive in certain areas, suggesting potential mispricing in risk assets. The analysis highlights top-tier BDCs, focusing on dividend yields, price/NAV, leverage, and credit quality. Main Street Capital (MAIN), Capital Southwest (CSWC), and Ares Capital (ARCC) offer strong yields with varying risk profiles.

Stocks were caught up Friday in a whirlwind of market-moving headlines, making for a wild final trading day in a rough month for U.S. equities.

BMO Senior Equity Analyst Brennan Hawkin joins 'Closing Bell Overtime' to talk the state of the private credit markets as the sector sees a downturn.

Dan Rasmussen, Verdad Capital founder, joins 'The Exchange' to discuss the state of the private credit market.

Market volatility has triggered indiscriminate selling across sectors. Rayonier trades at a deep discount despite strong long-term fundamentals. Blue Owl Capital sold off on credit fears, but results and insider buying tell a different story.

NEW YORK, NY / ACCESS Newswire / February 25, 2026 / Ares Management Corporation announced today that its Co-Founder and Chief Executive Officer, Michael Arougheti, is scheduled to present at the 2026 RBC Capital Markets Global Financial Institutions Conference on Wednesday, March 11, 2026 at 12:15pm ET. A live audio webcast of the presentation will be available on the Investor Resources section of the Company's website at www.aresmgmt.com.

UBS strategists say private credit could see default rates surge as high as 15% if artificial intelligence triggers an “aggressive” disruption among corporate borrowers. Bloomberg's Silas Brown has more from London.

There are multiple risks for your BDC investments now and three that specifically create risk for certain BDCs. Business development companies offer high yields but carry significant, often misunderstood risks, especially in falling interest rate environments. Volatile interest rates can damage BDC profitability and distributable income, causing dividend cuts and share price declines.

This Major Market Rotation Just Handed Dividend Investors A Huge Gift

A selloff in software is spilling into BDCs and alternative asset managers, with investors newly focused on private-credit exposure and redemption risk.