Core Insights - Socially Determined and Acentra Health have partnered to enhance health outcomes through data integration and AI analytics [1][2] - The collaboration aims to improve state healthcare agencies' ability to predict and target interventions, ultimately reducing program costs [1][4] Company Overview - Socially Determined specializes in social risk analytics and solutions, focusing on integrating health and social care [5] - Acentra Health provides technology and health solutions, emphasizing better outcomes for government and commercial healthcare clients [6] Partnership Details - Acentra Health will utilize Socially Determined's advanced social risk data to enhance its analytics capabilities, particularly in Medicaid claims data [2][4] - The partnership aims to transition from reactive care to proactive, targeted interventions by enriching Medicaid data with social risk factors [4][6] Analytical Approach - Acentra Health's "whole person, whole population" analytics model combines community risk factors, individual social risk data, and state-based claims analytics [3][4] - This comprehensive model allows for deeper insights into the factors influencing health outcomes, surpassing traditional claims analysis [3][4] Impact on Healthcare - The integration of social risk data is expected to empower healthcare providers with actionable information for socio-clinically susceptible groups [3][4] - Acentra Health serves healthcare agencies in 46 states, with experience covering over 140 million lives in Medicaid claims data [4][6]

Core Viewpoint - The CEO of Carlyle Group, Harvey Schwartz, indicated that while a recession is a possibility, it is premature to determine its certainty, especially in light of recent tariff announcements by President Trump [1][2]. Market Reactions - Stock markets experienced significant declines following tariff announcements but showed some recovery after Trump paused higher tariff rates on most countries [2]. - The White House announced that Chinese exports could face tariffs as high as 245%, with a general 10% import tariff applied to other countries [2]. Economic Outlook - Schwartz suggested that a recession could be averted if markets establish a "new equilibrium" in the near future, although current uncertainty is causing concern [2][3]. - The uncertainty is impacting decision-making processes, leading CEOs to shift focus from growth strategies to contingency planning [3]. Trade Relations - The ongoing trade tensions between the US and China are seen as a significant risk, with Schwartz emphasizing the need for cooperation to stabilize the global economy [4]. - China's Commerce Ministry has indicated it will retaliate against countries that pursue trade deals with the US that negatively affect Chinese interests [5]. Market Volatility - Schwartz previously advised business leaders to prepare for market volatility due to tariff announcements, suggesting that the current situation requires continued caution [5][6].

Core Viewpoint - Carlyle Secured Lending, Inc. will announce its financial results for the first quarter of 2025 on May 6, 2025, followed by a conference call on May 7, 2025 [1][2]. Company Overview - Carlyle Secured Lending, Inc. is a publicly traded business development company (BDC) that began investing in 2013, focusing on senior secured lending to middle-market companies primarily in the United States [3]. - The company is externally managed by Carlyle Global Credit Investment Management L.L.C., a wholly owned subsidiary of Carlyle [3]. - Carlyle, as a global investment firm, manages $441 billion in assets as of December 31, 2024, and operates across three business segments: Global Private Equity, Global Credit, and Global Investment Solutions [4].

Company Overview - Carlyle Group (CG) shares increased by 11.7% to close at $39.56, following a period of 13.8% loss over the past four weeks, indicating a notable recovery in stock performance [1] - The stock price surge is attributed to a broader market rally driven by President Trump's announcement of a 90-day suspension of reciprocal tariffs for most trading partners, excluding China, which alleviated investor concerns regarding trade tensions [2] Earnings Expectations - Carlyle is expected to report quarterly earnings of $0.97 per share, reflecting a year-over-year decline of 4%, with revenues projected at $987.74 million, down 3.5% from the previous year [3] - The consensus EPS estimate for Carlyle has been revised 1% lower over the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [4] Industry Context - Carlyle is part of the Zacks Financial - Investment Management industry, where Affiliated Managers Group (AMG) also operates, having closed the last trading session up 11.5% at $159.83, despite a -10.5% return over the past month [4] - Affiliated Managers' consensus EPS estimate remains unchanged at $5.13, representing a year-over-year change of -4.5%, and it also holds a Zacks Rank of 3 (Hold) [5]

Core Points - Centerra Gold Inc. will release its first quarter 2025 operating and financial results on May 6, 2025, before market opens [1] - A conference call and webcast to discuss the results will take place on the same day at 9:00 a.m. Eastern Time [1] - The annual meeting of shareholders is scheduled for May 6, 2025, at 11:00 a.m. Eastern Time, conducted in a virtual format [3] Company Overview - Centerra Gold Inc. is a Canadian-based gold mining company focused on operating, developing, exploring, and acquiring gold and copper properties in North America, Türkiye, and other global markets [5] - The company operates two mines: the Mount Milligan Mine in British Columbia, Canada, and the Öksüt Mine in Türkiye [5] - Centerra also owns the Kemess Project in British Columbia, the Goldfield Project in Nevada, and operates a Molybdenum Business Unit in the United States and Canada [5]

Welcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I've built a rock-solid pillar in my financial foundation through dividend investing. I believe it's one of the most accessible paths to achieving financial freedom, and I'm excited to share my insights with you. I'm a finance professional with deep experience in M&A and business valuation. What does that mean in practice? I've evaluated coun ...

Carlyle Secured Lending, Inc.  (CGBD) announced the completion of its merger with Carlyle Secured Lending III (CSL III) — a private business development company with a similar investment strategy and portfolio, with CGBD as the surviving company.Carlyle Secured Lending is externally managed by Carlyle Global Credit Investment Management L.L.C. (“CIM”), an SEC-registered investment adviser and wholly owned subsidiary of Carlyle (CG) .Details of CGBD Merger With CSL IIICSL III stockholders received 18,935,108 ...

Core Viewpoint - The comparison between AllianceBernstein (AB) and Carlyle Group (CG) indicates that AB presents a better value opportunity for investors at this time due to stronger earnings estimate revisions and more attractive valuation metrics [1][3][7]. Valuation Metrics - AllianceBernstein has a forward P/E ratio of 10.69, while Carlyle Group has a forward P/E of 10.81 [5]. - The PEG ratio for AB is 0.84, indicating a more favorable expected earnings growth rate compared to CG's PEG ratio of 1.07 [5]. - AB's P/B ratio stands at 2.09, compared to CG's P/B ratio of 2.60, suggesting that AB is more undervalued relative to its book value [6]. Analyst Outlook - AB holds a Zacks Rank of 2 (Buy), reflecting a more positive analyst outlook due to stronger earnings estimate revision activity, while CG has a Zacks Rank of 3 (Hold) [3][7]. - The Value grade for AB is B, indicating it is considered undervalued, whereas CG has a Value grade of C [6].

With the market seemingly rotating out of technology stocks ( XLK ) and the S&P ( SP500 ) down over the past month, BDCs seem poised for another strong year in my opinion.Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys div ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number: 001-35538 The Carlyle Group Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or ...