Invesco Ltd. (NYSE: IVZ ) reported, in the last two years, an increase in the total amount of assets under management, which may accelerate total revenue in the coming years. Besides, given the recent increase in the stock market in the lastLike the common kingfisher or Alcedo Atthis searches for small fish, I research small, and medium cap companies in Europe, the United States, and South America. You can find a common kingfisher in my profile.With close to 14 years in the financial industry, I worked for ...

Analysts on Wall Street project that Invesco (IVZ) will announce quarterly earnings of $0.51 per share in its forthcoming report, representing an increase of 8.5% year over year. Revenues are projected to reach $1.17 billion, increasing 11.7% from the same quarter last year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 2.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.B ...

| (in billions) | Total | ETFs & Index | Fundamental | Fundamental | Private | APAC | Multi | Global | QQQ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | Strategies | Fixed Income | Equities | Markets | Managed | Asset/Other | Liquidity | | | December 31, 20241 | $1,846.0 | $484.0 | $281.1 | $266.5 | $128.5 | $118.8 | $58.8 | $189.4 | $318.9 | | November 30, 2024 | $1,856.5 | $491.5 | $285.1 | $278.1 | $131.4 | $117.2 | $60.1 | $176.5 | $316.6 | | October 31, 2024 | $1,772.0 | $457.7 ...

ATLANTA, Jan. 7, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its fourth quarter 2024 results on Tuesday, January 28. The earnings release and presentation materials are scheduled to be released and posted to the Investor Relations section of the Company's website, www.invesco.com/corporate, at approximately 7 a.m. ET. A conference call to discuss Invesco's results will be held at 9 a.m. ET on that day; the live audio webcast and replay can be accessed through the same website under Events and ...

Analyst Background and Focus - The analyst has a strong quantitative background with a Ph.D. in Chemical Engineering and an MBA, focusing on model predictive control and market research [2] - The primary focus is on identifying small-cap companies with strong fundamentals and growth potential, large-cap companies experiencing temporary setbacks, and stable companies with solid dividend yields and growth potential [2] Disclosure and Methodology - The analyst emphasizes fundamental analysis and disciplined market research as the core methodology for investment decisions [2] - The analyst has no stock, option, or derivative positions in the mentioned companies and no plans to initiate such positions within the next 72 hours [1] - The article reflects the analyst's personal opinions and is not influenced by compensation or business relationships with the mentioned companies [1]

Company Overview - Invesco Mortgage Capital (NYSE: IVR) is a high-yielding mREIT that was previously covered as a potential income investment [1] - The company's portfolio financing carries certain risks, but it was rated as a potential buy for long-term income investors [1] Analyst's Investment Approach - The analyst focuses on long-term ownership rather than short-term price movements, emphasizing valuations over target prices [1] - The analyst's approach involves writing articles as if they are letters to their future self, allowing ideas to evolve over time [1] - The analyst has simplified their rating system to "Buy or Don't Buy," with most articles now being either Buy or Hold recommendations [1] - As of March 2024, the analyst has not issued any Strong Buy ratings [1] Analyst's Background - The analyst began investing in 2020 as an individual value investor, focusing on understanding business fundamentals and buying at attractive prices [1] - From May 2022 to May 2023, the analyst worked as an investment advisory representative at Fidelity Investments [1] - The analyst is now self-employed through other ventures [1]

Over the long term, the benchmark S&P 500 index has generated average annualized returns of about 10%. However, during the past two years, it has more than doubled that, generating a total two-year return of about 53%, its best two-year stretch in the 21st century. One big reason for that was the artificial intelligence (AI) boom -- several companies that investors see as being best positioned to take advantage of this technology have soared to gigantic market caps.However, while the returns those few compa ...

Core Viewpoint - Invesco Advisers, Inc. announced a decrease in the monthly distribution amount for common shareholders of Invesco Senior Income Trust, effective January 1, 2025, reducing the monthly dividend from $0.0430 to $0.0380 per share [1] Distribution Plan - The Managed Distribution Plan aims to provide shareholders with consistent cash payments, regardless of income or capital gains realized [2] - The Plan may help narrow the discount between the Fund's market price and its net asset value (NAV), although effectiveness is not guaranteed [2] Distribution Sources - If investment income is insufficient, the Fund may distribute long-term capital gains or return of capital to maintain the distribution level [3] - A return of capital may occur when some of the invested money is paid back to shareholders, which does not reflect the Fund's investment performance [3] Compliance and Reporting - The Fund will provide shareholders with a 19(a) Notice on distribution dates, disclosing the sources of dividend payments when they include amounts other than net investment income [4] - The amounts reported in 19(a) Notices are estimates and not for tax reporting purposes; actual amounts will depend on the Fund's investment experience [5] Review and Amendments - The Plan is subject to periodic review by the Board, which may amend or terminate it without prior notice, potentially affecting the market price of the Fund's shares [6] Dividend Variability - The amount of dividends paid by the Fund may vary over time, and past dividend amounts do not guarantee future payments [7]

In my last post on the Invesco DB Agriculture Fund ETF (NYSEARCA: DBA ), I concluded that the price of cocoa was in the process of topping out and by extension DBA would top out. However, the script flipped this month. A convergenceDr. Duru has blogged about financial markets since the year 2000. A veteran of the dot-com bubble and bust, the financial crisis, and the coronavirus pandemic, he fully appreciates the value in trading and investing around the extremes of market behavior. In this spirit, his blog ...

Industry Overview - The Zacks Investment Management industry is composed of companies managing securities and funds to meet specific investment goals, earning revenue through service fees or commissions [3] - Investment managers provide diversification options, helping to reduce volatility impacts and ensure steady returns over time [3] Major Themes Affecting the Industry - Rising asset inflows are expected to support AUM growth, driven by impressive equity market performance and falling interest rates, leading investors to shift towards higher-yielding assets [4] - The trend towards passive investing continues, with investors moving to low-cost options like index funds and ETFs, although demand for active ETFs is rising [5][6] - Tighter regulations and rising compliance costs are anticipated to strain profitability, while technology upgrades may increase expenses in the short term but support long-term operational efficiencies [7] Industry Performance - The Zacks Investment Management industry has outperformed the S&P 500 and the broader finance sector over the past two years, with a collective stock increase of 65.9% compared to 52.5% for the S&P 500 and 41.4% for the Zacks Finance Sector [11] - The industry currently has a trailing 12-month price-to-tangible book (P/TB) ratio of 5.18X, significantly lower than the S&P 500's 14.79X, indicating a discount compared to the market [14] Investment Opportunities - **SEI Investments**: With a market cap of $11.1 billion and AUM of $493.9 billion, SEI is expected to benefit from revenue growth due to global presence and diverse offerings. The stock has gained 28.3% over the past three months [20][22] - **Invesco**: Operating with AUM of $1.8 trillion, Invesco's strategic expansion and efforts to improve efficiency are expected to support profitability. The stock has increased by 15% over the past three months [24][26] - **Artisan Partners**: With AUM of $167.8 billion, Artisan focuses on high-value-added active strategies. The stock has gained 18% over the past three months, supported by improving market trends [28][29]