GBDC in “Wall Street Reclaims the Credit Machine”
Golub Capital BDC, Inc.
Golub Capital BDC's concentration in sponsor-backed middle-market loans makes it vulnerable to spread compression and reduced origination economics.
GBDC impact map — “Wall Street Reclaims the Credit Machine”
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Oct 20, 2025 – Oct 19, 2026 · 244 sessions
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Full story
Wall Street Reclaims the Credit Machine
Deregulation and a reopened deal market are shifting bargaining power back toward banks, brokers and advisers.
BEAR side — Golub Capital BDC's concentration in sponsor-backed middle-market loans makes it vulnerable to spread compression and reduced origination economics.
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