3 Income Stocks The Best In The Business Are Buying Now
Ares Management Corporation Overview: Founded in 1997 by Tony Ressler and partners, Ares Management has grown into a leading private credit firm, leveraging insights from the Drexel Burnham Lambert era to provide financing solutions for middle-market companies, with approximately $377 billion in credit assets under management.
Investment Strategies and Opportunities: Ares Capital Corporation, a significant player in direct lending, has consistently paid dividends and is now exploring acquisitions of other Business Development Companies (BDCs) like Blue Owl Capital and Barings BDC, which offer attractive yields and strong credit quality for income-focused investors.
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S&P Software Index Decline: The S&P Software Index has experienced a significant decline of 22% this year due to the impact of AI.
Software Loan Price Stability: Despite the drop in the software index, the price of software loans has only decreased by approximately 3%.
- Fed Chair Nomination: President Trump nominated Kevin Warsh as the new Fed chair, likely easing market concerns about Fed independence, although the December producer price index exceeded expectations, indicating ongoing inflationary pressures.
- Apple's Strong Performance: Apple reported robust iPhone demand and service growth in its latest earnings, particularly in China, while memory shortages may pose challenges; however, the stock is on track to break an eight-week losing streak, reflecting solid investor confidence.
- Sandisk Stock Surge: Following a strong earnings report, Sandisk's stock soared 22%, marking a 175% increase year-to-date, with Goldman Sachs raising its price target from $320 to $700, indicating strong future growth potential.
- Broadcom Upgrade: Wolfe Research upgraded Broadcom from hold to buy with a price target of $400, citing expectations that AI revenue could double by 2027, highlighting the company's growth potential in tensor processing units.
- Earnings Report Schedule: Goldman Sachs BDC announced it will release its fourth quarter and fiscal year 2025 financial results after market close on February 26, 2026, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will host an earnings conference call on February 27, 2026, at 9:00 AM Eastern Time, inviting all interested parties to participate, aiming to enhance investor trust through direct communication.
- Participation Details: The conference call provides domestic and international dial-in numbers, ensuring global investor participation, reflecting GS BDC's focus on investor relations and its globalization strategy.
- Company Background: Goldman Sachs BDC, as a specialty finance company, aims to generate current income and capital appreciation primarily through direct secured debt originations and selective equity investments, showcasing its professional positioning in the market.
- Gold Price Surge: Spot gold prices rose over 3% to breach the $5,500 per ounce mark for the first time after the U.S. Federal Reserve kept its benchmark rate steady at 3.5% to 3.75%, indicating strong market demand and risk aversion.
- Mixed Asia-Pacific Markets: Asia-Pacific markets traded mixed, with Australia's S&P/ASX 200 declining 0.69% while South Korea's Kospi gained 1.09%, reflecting varying investor confidence across different economies, which may influence regional investment flows.
- Samsung Electronics Profit Surge: Samsung Electronics reported a more than threefold increase in fourth-quarter profits, hitting a new record driven by memory chip shortages and strong demand for AI servers, showcasing the recovery potential in the tech sector.
- Uncertain Outlook for Indonesia: Indonesia's Jakarta Composite plunged over 8% on Wednesday after MSCI warned of a potential downgrade to frontier-market status, with Goldman Sachs downgrading its rating to underweight, which is expected to negatively impact market performance.
- Rate Stability: The Federal Reserve's decision to maintain the federal funds rate between 3.5%-3.75% means that borrowing costs for short-term and variable-rate loans will not decrease, providing cash holders with stable income expectations.
- Money Market Appeal: Although the annualized seven-day yield has dropped to 3.5%, money market funds still offer higher returns compared to the national average savings account yield of 0.61%, attracting many investors seeking better returns.
- Liquidity Management: Financial planner Winnie Sun recommends increasing cash allocations to 5%-20% to mitigate potential layoff risks, employing a six-month CD ladder strategy to lock in yields while ensuring liquidity.
- Short-Term Treasury ETFs: Investors can opt for short-term Treasury ETFs, such as the iShares 0-3 Month Treasury Bond ETF, which offers a 3.59% yield and a low expense ratio of 0.09%, providing a solid option for those seeking stable income.
- Surge in IPO Activity: According to EY data, IPO proceeds in the Asia-Pacific region surged 106% year-over-year in 2025, with India remaining the world's top active listing destination, indicating a recovery in market confidence and active investor participation.
- Strong Foreign Inflows: As of mid-January, mutual funds focused on South Korea saw net inflows of approximately $1.3 billion, reflecting increased confidence from international investors and further driving economic growth in the region.
- Outstanding Tech Stock Performance: Samsung Electronics and SK Hynix soared 125% and 274% in 2025, respectively, together accounting for over 30% of the KOSPI index, showcasing a robust recovery in the tech sector and optimistic investor sentiment.
- Optimistic Market Outlook: Goldman Sachs expects Chinese equities to rise about 20% in 2026 and has raised its 12-month target for Taiwan's TAIEX to 34,600, reflecting confidence in strong earnings growth within the semiconductor industry.










