Core Insights - International investors are increasingly looking at Chinese assets as a diversified source of returns amid heightened volatility in the US stock market [1] - Foreign institutions like BlackRock, Fidelity International, Manulife Investment, and Legg Mason expect a gradual shift in global asset allocation away from a heavy concentration on US dollar assets towards a more diversified approach over the next 3 to 5 years [1][2] Group 1: Investment Trends - BlackRock's China head emphasizes the need for a systematic layout across regional, strategic, and thematic allocations to build resilient investment portfolios in response to high volatility and low yields [2] - The demand for global allocation from Chinese investors is rising, and foreign interest in the Chinese market is also increasing due to China's economic resilience and unique market characteristics [2][3] - Fidelity International notes that the Chinese market is regaining vitality, supported by consumption, real estate stabilization, and structural reforms, which are expected to attract more domestic and international investments [3] Group 2: Sector Focus - Foreign institutions are shifting their focus from valuation expansion to profit-driven growth in Chinese equity assets, particularly in technology, electric power equipment, healthcare, and undervalued traditional industries [4] - BlackRock identifies electric power as a high-certainty investment area due to its significant advantages in AI-related applications, while healthcare is seen as an overlooked sector with potential for stable growth driven by AI [4] - Manulife Investment anticipates diverse investment opportunities in China by 2026, focusing on technology, manufacturing, renewable energy, healthcare, and emerging consumer sectors [5] Group 3: Market Strategies - In a volatile market, active rebalancing is recommended over static allocation strategies, with evidence suggesting that quarterly or semi-annual rebalancing yields better long-term results [6] - Fixed income investors are encouraged to explore new return sources or strategies to mitigate reliance on low yields, including short-term trading and credit exploration [6] - The "fixed income plus" strategy is highlighted as a crucial tool for balancing risk and return, with a focus on maintaining fixed income assets as a foundation while selectively increasing exposure to volatile assets for enhanced overall returns [6]

Core Viewpoint - Caledonia Mining Corporation Plc received a notification from BlackRock, Inc. regarding a relevant change in shareholding as defined by AIM Rules for Companies [1] Group 1 - The notification was received on February 6, 2026, indicating a change that occurred on February 5, 2026 [1]

Group 1 - Foreign institutions remain enthusiastic about A-shares, with 224 foreign institutions conducting 569 surveys of A-share listed companies as of February 9, 2026 [2][6] - Notable foreign institutions such as Morgan Stanley, BlackRock, Goldman Sachs, and Citigroup are involved in these surveys [2][6] - Goldman Sachs maintains a "overweight" rating on Chinese stocks, predicting a 20% increase in the China index and a 12% increase in the CSI 300 index [2][6] - UBS forecasts a significant rebound in the MSCI China index's earnings growth from 2.5% last year to 13.6% this year, primarily driven by technology stocks [2][6] - The top three companies attracting foreign interest are Huaming Equipment, Yingshi Innovation, and Huichuan Technology, with over 20 foreign institutions also researching companies like Aopt, Yihua, and Anji Technology [2][6] Group 2 - UBS Wealth Management's CIO office highlights the growth and profit potential of the Chinese market, driven by ongoing technological innovation and a favorable business environment [2][6] - The healthcare sector's international expansion, the rise of new consumption models, and the modernization of the power grid are expected to benefit industries such as healthcare, consumer goods, materials, and power equipment [2][6] Group 3 - In 2026, optimism for the Chinese stock market is maintained due to improving fundamentals and long-term growth drivers, which are expected to create a more sustainable structural growth cycle [3][7] - Key investment opportunities identified include industrial upgrades in electric vehicles, pharmaceuticals, and automation, with companies having strong R&D capabilities poised to meet market demands [3][7] - The trend of artificial intelligence is highlighted, with China emerging as a strong competitor in the global AI landscape, supported by a large internet user base, low energy costs, and abundant talent and data resources [3][7] - Changes in consumer preferences and demographic shifts are anticipated to lead to a significant transformation in the Chinese consumption market, with younger consumers increasingly spending on services and IP-related products [3][7]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against BlackRock TCP Capital Corp due to allegations of violations of federal securities laws, encouraging affected investors to discuss their legal options [2][4]. Group 1: Legal Investigation and Claims - The law firm is reminding investors of the April 6, 2026 deadline to seek the role of lead plaintiff in a federal securities class action against BlackRock TCP [2]. - The complaint alleges that BlackRock TCP and its executives made false or misleading statements regarding the valuation of investments and the quality of the portfolio, leading to understated unrealized losses and overstated net asset value (NAV) [4]. Group 2: Financial Performance and Market Reaction - On February 27, 2025, BlackRock TCP reported a significant weakening of its portfolio, with the number of portfolio companies on non-accrual status more than doubling, and debt investments on non-accrual status increasing by 289% from 3.7% to 14.4% of the portfolio [5]. - The company's NAV fell by 22.44% year over year to $9.23 per share, with total losses reaching $194.9 million, a 186% increase year over year, largely due to a $72.3 million net unrealized loss in the fourth quarter [5]. - Following the financial disclosures, BlackRock TCP's stock price dropped by $0.90, or 9.64%, to close at $8.44 per share on February 27, 2025 [5]. - On January 23, 2026, the company disclosed that its NAV per share was actually between $7.05 and $7.09, which was 19% lower than the previous quarter and 23.4% lower than the prior year [6]. - This announcement led to a further decline in stock price by $0.76, or 12.97%, closing at $5.10 per share on January 26, 2026 [6].

Core Viewpoint - The comparison between Patria Investments (PAX) and BlackRock (BLK) indicates that PAX is currently the better option for investors seeking undervalued stocks due to its superior valuation metrics and earnings outlook [1]. Valuation Metrics - PAX has a forward P/E ratio of 9.16, significantly lower than BLK's forward P/E of 19.69, suggesting that PAX is undervalued relative to BLK [5]. - The PEG ratio for PAX is 0.60, while BLK's PEG ratio is 1.32, indicating that PAX offers better value when considering expected earnings growth [5]. - PAX's P/B ratio stands at 1.47, compared to BLK's P/B of 2.94, further supporting the notion that PAX is undervalued [6]. Earnings Outlook - PAX holds a Zacks Rank of 2 (Buy), reflecting an improving earnings outlook, while BLK has a Zacks Rank of 3 (Hold), indicating a less favorable earnings revision trend [3]. - The strong earnings estimate revision trends for PAX suggest a positive trajectory for its financial performance [2]. Value Grades - PAX has received a Value grade of A, while BLK has a Value grade of D, highlighting PAX's stronger position in terms of valuation metrics [6].

Core Viewpoint - A class action lawsuit has been filed against BlackRock TCP Capital Corp. and certain officers for alleged violations of federal securities laws during the Class Period from November 6, 2024, to January 23, 2026 [1][2]. Group 1: Lawsuit Details - The lawsuit seeks to recover damages for investors who purchased BlackRock securities during the specified Class Period [2]. - Allegations include that the defendants made false or misleading statements and failed to disclose critical information regarding the company's investments and portfolio restructuring efforts [3]. - Specific claims include that the company's investments were not valued appropriately, unrealized losses were understated, and the net asset value (NAV) was overstated [3]. Group 2: Next Steps for Investors - Investors wishing to join the lawsuit must request to be appointed as lead plaintiff by April 6, 2026, although participation in any recovery does not require serving as lead plaintiff [4]. - A copy of the complaint can be reviewed on the law firm's website [4]. Group 3: Legal Representation - Bronstein, Gewirtz & Grossman, LLC operates on a contingency fee basis, meaning they will only seek reimbursement for expenses and fees if successful [5]. - The firm has a strong track record, having recovered hundreds of millions of dollars for investors in similar cases [6].

BlackRock Announces Completion of Certain Municipal CEF Reorganizations and Adoption of Discount Management ProgramFeb 9, 2026 8:34 AM Eastern Standard Time# BlackRock Announces Completion of Certain Municipal CEF Reorganizations and Adoption of Discount Management ProgramShare---NEW YORK- -([BUSINESS WIRE])--BlackRock Advisors, LLC announced today each of the closed-end funds named below (each, a "Fund†and collectively, the "Funds†) have completed their reorganizations or mergers, as applicable (each, a ...

(投资中国)贝莱德集团中国区负责人：外资对中国市场关注度持续上升 中新社上海2月9日电 (高志苗)贝莱德中国2026年投资展望会近日在上海举行。贝莱德集团中国区负责人 范华接受中新社采访时表示，外资对中国市场的关注度在持续上升。中国作为全球第二大经济体，产业 基础坚实、升级动能强劲，展现出较强的韧性与独特的增长潜力。 范华认为，对于外资机构而言，配置中国资产不仅能把握结构性机遇，也可享受相对较低的估值优势， 并通过资产间的低相关性实现投资组合的有效分散。此外，稳定的汇率预期与持续开放的跨境投资渠 道，将进一步便利全球资本的双向流动，为增强资产配置的多元性提供支撑。 广告等商务合作，请点击这里 在范华看来，当前全球市场正被人工智能、地缘政治、能源转型、人口老龄化及新金融五大颠覆性趋势 重塑，导致资产价格高波动、政策不确定性加剧。面对复杂的市场环境，投资者应系统性构建更具韧性 的投资组合，全球配置是实现"中国投海外，海外投中国"的共赢选择。 本文为转载内容，授权事宜请联系原著作权人 范华分析，过去几年"K型"增长成为中美市场的共同特征，行业表现差异巨大。她认为，人工智能(AI) 引领的新一轮技术革命正在重塑长期增 ...

BlackRock will roughly triple the size of an iShares fund when it acquires assets from an ETF issuer in the coming weeks. It’s a quirky step for the world’s largest asset manager, which doesn’t normally pursue one-off deals with small ETF providers. It’s also small potatoes, at least on BlackRock’s scale: The $106 million iShares Large Cap Value Active ETF (BLCV) will get a roughly $200 million injection when it receives the assets from the CornerCap Fundametrics Large-Cap ETF (FUNL). The actively managed ...

阿拉伯海湾商业洞察2月4日消息，贝莱德投资研究所首席投资策略师本·鲍威尔表示，人工智能在 短期内可能推高通胀，各国正向AI相关技术、基础设施和原材料投入大量资金。在海湾地区，AI项目 对半导体、电力、铜和电网设备等稀缺资源需求激增。与此同时，海湾国家正加速经济多元化，未来十 年资本支出或超3万亿美元，覆盖数据中心、能源和交通等领域，AI成为投资增长的重要驱动力。 （原标题：贝莱德警告称人工智能支出加剧通胀压力） ...