ESG may be the most controversial acronym in finance, but don’t tell that to ETF investors. Environmental, social and governance exchange-traded funds reached a new milestone, with global assets climbing to $799 billion through the end of November, according to ETFGI data. The category pulled in $5.7 billion in November alone, bringing year-to-date inflows to almost $49 billion, a 25% increase over the prior year. But it also comes at a pivotal time, as asset managers continue to downplay ESG labels and c ...

Group 1 - BlackRock has officially notified its abandonment of the $22.8 billion acquisition of global port assets, marking the end of a significant deal that has drawn attention from both the U.S. and China since March of this year [1] - The deal involved Li Ka-shing's 43 ports, which are now seen as unsellable assets, leaving them in a precarious position [3] - The initial plan was for Li Ka-shing's company to divest from heavy asset port operations to invest in higher-return sectors like telecommunications and retail, while BlackRock aimed to acquire tangible assets [5][7] Group 2 - The primary motivation for BlackRock's interest was the Panama port, which was bundled with less desirable ports, making it a strategic acquisition [9] - The situation became complicated when COSCO Shipping Group intervened, initially seeking a minority stake but later demanding veto power and potential control [11][13] - BlackRock faced significant challenges, including the inability to secure absolute control and scrutiny from the U.S. government regarding foreign investment, leading to discussions of withdrawal [15][17] Group 3 - The failure of the deal represents a significant loss for Li Ka-shing, as maintaining these heavy asset ports incurs ongoing costs without generating revenue [19] - The inability to sell the Panama port separately could lead to intensified geopolitical competition and potential devaluation of the remaining ports [21] - The incident has damaged Li Ka-shing's reputation, as the attempt to sell critical assets to a competitor was viewed unfavorably in the current geopolitical climate [23] Group 4 - China, while not directly purchasing the ports, emerged as a strategic winner by disrupting the acquisition plans of U.S. capital [25] - The situation serves as a warning to Chinese companies and investors about the changing landscape of global business, where critical infrastructure is now a geopolitical bargaining chip [27] - The implications of losing control over the Panama Canal could have far-reaching effects on trade costs and national security [29]

Core Insights - US spot crypto exchange-traded funds (ETFs) experienced significant inflows of nearly $670 million on the first trading day of 2026, indicating a renewed investor interest after a slow end to 2025 [1][8] Group 1: Bitcoin ETFs Performance - Spot Bitcoin ETFs led the inflows with $471 million, with BlackRock's iShares Bitcoin Trust (IBIT) capturing approximately $287 million [2] - Fidelity's Wise Origin Bitcoin Fund (FBTC) attracted $88 million, while the Bitwise Bitcoin ETF (BITB) recorded inflows of $41.5 million [2] - Grayscale's converted Bitcoin Trust (GBTC) and Franklin Templeton's EZBC also saw positive inflows of $15 million and $13 million, respectively [3] Group 2: Market Trends and Investor Behavior - The collective inflow of $670 million represents the second-highest daily inflow since November 11, surpassing the previous peak of $457 million on December 17 [4] - This surge suggests that institutional investors are reallocating capital following a period of tax-loss harvesting and withdrawals in late December [4] Group 3: Ethereum and Altcoins Performance - Ethereum funds reported total net inflows of $174 million, with the Grayscale Ethereum Trust (ETHE) leading at $53.69 million [5] - Other notable inflows included $50 million for the Grayscale Ethereum Mini Trust and $47 million for BlackRock's iShares Ethereum Trust (ETHA) [5] - Investment products tracking smaller market-cap assets also posted gains, indicating broader market participation [6] Group 4: Broader Market Sentiment - Funds tied to XRP recorded inflows of $13.59 million, while Solana-based ETFs added $8.53 million [7] - Dogecoin ETFs saw inflows of $2.3 million, marking the highest single-day figure since inception [7] - The coordinated inflows across Bitcoin, Ethereum, and alternative coins may signal a potential trend reversal in the crypto market [7][8]

Core Insights - The total net inflow for Bitcoin spot ETFs reached $471 million on January 2, according to SoSoValue data [1] - The highest single-day net inflow was recorded for Blackrock's ETF IBIT, amounting to $287 million, bringing its historical total net inflow to $62.38 billion [1] - A MACD golden cross signal has formed, indicating positive momentum for these stocks [1]

吴说获悉，据彭博社 ETF 分析师 Eric Balchunas 统计，2025 年全球 ETF 年度净流入创历史新高，达 1.48 万亿美元，较 2024 年纪录高出约 28%，日均吸金规模接近 60 亿美元。贝莱德旗下比特币交易所 交易基金IBIT的资产管理规模约为2484.4亿美元，排名第六，但由于比特币去年表现整体不佳，贝莱德 IBIT是前15大ETF中年度回报率唯一为负的ETF，年回报率为-6.41%。 （来源：吴说） ...

Core Viewpoint - BlackRock has announced mergers or reorganizations for certain municipal closed-end funds, with details on distributions for both Surviving Funds and Target Funds provided [1] Group 1: Mergers and Reorganizations - Certain BlackRock municipal closed-end funds are undergoing mergers or reorganizations, referred to as "Reorganizations" [1] - The distributions for the Surviving Funds will be paid post-Reorganization, while the Target Funds will distribute pre-Reorganization amounts to shareholders in January and February [1]

Core Viewpoint - The iShares Russell 2000 Value ETF (IWN) by BlackRock, Inc. is currently trading at approximately $181, indicating its market position and expense ratio [1]. Group 1 - The iShares Russell 2000 Value ETF (IWN) is managed by BlackRock, Inc. [1]. - The current trading price of the ETF is around $181 [1].

Market Analysis by covering: BlackRock Inc, Abrdn Healthcare Investors, abrdn Income Credit Strategies Fund, BlackRock Core Bond Closed Fund. Read 's Market Analysis on Investing.com ...

Core Viewpoint - The iShares Expanded Tech Sector ETF has shown strong performance driven by major technology companies, particularly in the AI sector, and is expected to continue outperforming the S&P 500 in 2026 [2][12]. Group 1: ETF Performance - The iShares Expanded Tech Sector ETF achieved a return of 27.5% in 2025, significantly surpassing the S&P 500's 17.5% return [2]. - Since its inception in 2001, the ETF has consistently outperformed the S&P 500, with a compound annual return of 11.6% compared to the S&P 500's 8.5% [12]. - Over the last decade, the ETF's accelerated compound annual return reached 22.9%, while the S&P 500 grew by 13.4% annually [12]. Group 2: Portfolio Composition - The ETF holds 291 stocks, primarily in the technology sector, with nearly 27% of its portfolio invested in semiconductor stocks [4]. - The top 10 holdings of the ETF account for 56% of its total weight, including major companies like Nvidia (8.92%), Microsoft (8.87%), and Apple (8.55%) [5][6]. - Other notable AI-related stocks in the ETF include Palantir Technologies, which saw a 139% stock gain due to high demand for its AI software products [10][11]. Group 3: Market Trends and Future Outlook - Major tech companies are expected to increase spending on AI data centers and infrastructure in 2026, which will likely benefit stocks like Nvidia, Broadcom, AMD, and Micron [13]. - Cloud platforms operated by Alphabet and Microsoft are experiencing accelerating revenue growth, indicating successful investments in AI infrastructure [13]. - The dynamic nature of the tech sector suggests that even if the AI boom slows, other technologies such as robotics and quantum computing could drive growth for the ETF [14].

Group 1 - BlackRock, Inc. increased its stake in Ganfeng Lithium Co., Ltd. by 198,400 shares at a price of HKD 55.4049 per share, totaling approximately HKD 10.9923 million [1] - After the increase, BlackRock's total shareholding in Ganfeng Lithium is approximately 28.9045 million shares, representing a stake of 6.01% [1]