In the current scenario, Lee prefers ARCC, Blackstone Secured Lending Fund (BXSL) , and Sixth Street Specialty Lending (TSLX) stocks. "ARCC has a long track record of successfully managing risks through cycles," noted Lee. Sign up for free newsletters and get more CNBC delivered to your inbox Capital One stock forecast sees competitive headwinds easing as regional banks consolidate, creating market share opportunities in unsecured lending niches.
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