Roberts Berzins

Andrii Yalanskyi/iStock via Getty Images The list of drivers behind the Business Development Company or BDC discounts is long.

Discover two overlooked covered call ETFs beyond JEPI that may shine in today’s yield regime—key insights for income investors.

Summary We have entered a market regime highly favorable for covered call strategies, driven by elevated volatility and reduced upside potential.

Summary Main Street Capital Corporation remains a high-quality, internally managed BDC with robust fundamentals and a strong dividend track record.

Summary Durable income investors must balance long-term compounding with active adjustments as market conditions shift.

Summary I maintain a cautious stance on the abrdn Global Infrastructure Income Fund after its recent 10% price drop and dividend reduction.

Covered call ETFs present an opportunity cost, justified mainly for investors prioritizing income or lacking access to alternatives.

The current bull rally in equities, driven by massive AI CapEx, feels increasingly like a late-cycle correction. Read why equity risk remains pervasive.

PM Images/DigitalVision via Getty Images Since my last article on MPLX LP ( MPLX ) that was published in April 2025, many things have changed.

Summary Equity markets remain in a prolonged, robust bull run, demanding high selectivity for new opportunities.