Core Viewpoint - Invesco (IVZ) is expected to report a year-over-year increase in both earnings and revenues for the first quarter of 2025, with results influenced by a decline in adjusted expenses and higher adjusted net revenues [1][10]. Financial Performance - Invesco's adjusted earnings in the last reported quarter exceeded the Zacks Consensus Estimate, supported by a decrease in adjusted expenses and an increase in assets under management (AUM) [1]. - The preliminary total AUM as of March 31, 2025, was $1.84 trillion, remaining stable sequentially [5]. - The Zacks Consensus Estimate for Invesco's earnings is 39 cents, reflecting an 18.2% increase from the previous year, while the sales estimate is $1.1 billion, indicating a 4.9% rise [10]. Revenue Estimates - Investment management fees are projected to decline to $1.11 billion, a decrease of 1.5% from the last quarter [5]. - Performance fees are expected to drop significantly to $7 million, a 79.4% decrease from the prior quarter [6]. - Service and distribution fees are estimated to remain unchanged at $381 million, while other revenues are expected to rise by 3.9% to $53 million [6]. Cost Management - Invesco's cost-saving initiatives are anticipated to enhance efficiency, but rising compensation and marketing costs may negatively impact overall expenses [7]. - Management expects one-time implementation costs of the Alpha initiative to be around $10-15 million in Q1 2025, leading to a modest increase in overall expenses [7]. Earnings Surprise History - Invesco has a mixed earnings surprise history, surpassing the Zacks Consensus Estimate in two of the last four quarters, meeting once, and lagging once, with an average surprise of -0.97% [2]. - The current Earnings ESP for Invesco is -0.64%, and it holds a Zacks Rank of 4 (Sell), indicating low chances of beating the consensus estimate this time [8][9].

Group 1 - Invesco Ltd. reported preliminary month-end assets under management (AUM) of $1,844.8 billion, a decrease of 2.3% compared to the previous month-end [1][2] - The firm experienced net long-term inflows of $6.5 billion during the month, while non-management fee earning net outflows were $1.7 billion [1] - Money market net inflows amounted to $5.8 billion, but AUM was negatively impacted by unfavorable market returns, which decreased AUM by $60 billion [1] - Foreign exchange (FX) and reinvested distributions contributed positively, increasing AUM by $5.2 billion [1] - Preliminary average total AUM for the quarter ending March 31 was $1,880.8 billion, with preliminary average active AUM at $1,043.1 billion [1] Group 2 - AUM breakdown as of March 31, 2025: Total AUM was $1,844.8 billion, with ETFs & Index strategies at $490.0 billion, Fixed Income at $294.1 billion, and Equities at $253.8 billion [2] - Comparison of AUM over the previous months shows a decline from $1,888.6 billion in February 2025 and $1,902.8 billion in January 2025 [2] - The firm operates globally with offices in over 20 countries, providing a range of active, passive, and alternative investment capabilities [3]

Core Insights - Albert Anthony is a Croatian-American media personality who has gained over 1,000 followers on investor platforms since 2023, focusing on markets and stocks [1] - He is set to launch a new book titled "Financial Markets: Growing A Dividend Income Portfolio" in 2025, coinciding with an ongoing series of articles on the same topic [1] - Albert Anthony has a background in management and information systems, having worked in the IT department of a top-10 financial firm [1] Company Overview - Albert Anthony & Co. is a sole proprietorship registered in Austin, Texas, and is wholly owned by Albert Anthony [1] - The company does not provide personalized financial advisory services but offers general market commentary based on publicly available data [1] Investment Focus - Albert Anthony has launched the Future Investor Fund, which aims to build a dividend portfolio [1] - The brand emphasizes a focus on dividend income as a key investment strategy [1]

Core Insights - Investing in growth stocks, particularly through the Nasdaq-100 index, can significantly enhance wealth over time, featuring major companies like Nvidia, Microsoft, and Meta Platforms [1] - The Invesco QQQ Trust ETF has shown remarkable performance, with a total return of 380% over the past 10 years, outperforming the S&P 500's 225% return [3] - The average annual growth rate for the Invesco QQQ Trust is 17%, compared to 12.5% for the S&P 500, indicating a strong growth potential [3] Performance Analysis - The Invesco QQQ Trust's strong historical performance may not guarantee future growth at the same rate, as current valuations could be inflated [4] - A $25,000 investment in the Invesco QQQ Trust could potentially grow to over $1 million in less than 25 years if it maintains a 17% annual growth rate [9][10] - The growth rate is a critical variable, and achieving a consistent high growth rate over the long term is challenging, suggesting that additional investments may be necessary to reach $1 million [10] Investment Strategy - Investing in the Invesco QQQ Trust is a strategic choice for growth investors, as it simplifies the process of stock selection and portfolio management [5][11] - While a $25,000 investment may not guarantee millionaire status, it positions investors in top growth stocks, increasing the likelihood of outperforming the broader market [12]

Group 1 - Invesco Ltd. will release its first quarter 2025 results on April 22, 2025, at approximately 7 a.m. ET [1] - A conference call to discuss the results will take place at 9 a.m. ET on the same day, with a live audio webcast available [1][2] - The earnings release and presentation materials will be posted on the Investor Relations section of Invesco's website [1] Group 2 - Invesco Ltd. is a global independent investment management firm with offices in over 20 countries [3] - The firm offers a comprehensive range of active, passive, and alternative investment capabilities [3] - For more information, Invesco's website can be visited at www.invesco.com [3]

Core Viewpoint - The Nasdaq-100 index, which includes 100 of the largest nonfinancial companies on the Nasdaq stock exchange, has experienced a correction after reaching an all-time high, presenting a potential buying opportunity for long-term investors [1][2]. Group 1: Nasdaq-100 Overview - The Nasdaq-100 index has delivered impressive returns in recent years, particularly due to its concentration of major tech companies leading the AI industry [1]. - The index has historically recovered to new record highs after corrections, suggesting resilience and potential for future growth [2]. Group 2: Invesco QQQ Trust - The Invesco QQQ Trust is an ETF that tracks the Nasdaq-100, holding the same stocks with similar weightings, making it a viable investment option [3]. - The top three holdings in the Invesco QQQ ETF are Apple, Microsoft, and Nvidia, which together have a combined market capitalization of $9 trillion [4]. Group 3: AI Industry Leaders - The ETF includes several leading companies in the AI sector, such as Amazon and Broadcom, alongside lesser-known AI powerhouses like Netflix, Cisco Systems, Intuitive Surgical, Advanced Micro Devices, and Palo Alto Networks [5]. - Netflix, with 301.6 million subscribers, utilizes AI for content recommendations and has generated a record profit of $8.7 billion on $39 billion in revenue last year [6]. - Cisco is pivoting towards AI, integrating it into its products like Webex and collaborating with Nvidia for AI security solutions [7]. - Intuitive Surgical's Da Vinci robot leverages AI for enhanced surgical precision, while AMD supplies GPUs for AI workloads, posing competition to Nvidia [8][9]. - Palo Alto Networks is integrating AI into its cybersecurity products, significantly improving threat detection and response capabilities [10][11]. Group 4: Market Conditions and Future Outlook - Stock market corrections of 10% or more are common, occurring approximately every two and a half years, often due to economic uncertainties [12]. - Tariffs imposed by the U.S. government have historically impacted the Nasdaq-100, but the index has shown resilience and recovery in the past [13][14]. - The AI sector is projected to contribute $15.7 trillion to the global economy by 2030, indicating strong growth potential for companies within the Invesco QQQ ETF [15].

As I’ve covered in a previous article , Invesco Mortgage Capital Inc. (NYSE: IVR ) offers a very high dividend yield and its business is geared to stable or lower rates. Thus, I was expecting IVR to be a good play bothLabutes IR is a Fund Manager/Analyst specialized in the financial sector, with more than 18 years of experience in the financial markets. I have worked at several type of institutions in the industry, always at the buy side and related to portfolio management. Associated with the existing auth ...

Core Viewpoint - Invesco Advisors, Inc. has announced the removal of Managed Distribution Plans (MDP) for two closed-end funds, Invesco Senior Income Trust (VVR) and Invesco High Income Trust II (VLT), while maintaining monthly distributions to investors [2][3]. Group 1: Fund Management Changes - The removal of the MDPs is intended to provide the funds with greater flexibility to adjust to changing income levels, as the previous MDP led to varying levels of undistributed net investment income due to market volatility [3][4]. - There are no other changes to the portfolios, investment philosophies, teams, or management styles of VVR and VLT [4]. Group 2: Distribution Details - Monthly distributions for various Invesco closed-end funds have been declared, with specific amounts listed for each fund, including VVR at $0.03801 and VLT at $0.09641 per share [6]. - The source of these distributions may include prior accumulated undistributed net investment income and potentially a return of capital, indicating that not all distributions will come from current net investment income [5]. Group 3: Tax and Reporting Information - Each fund will provide a Section 19 Notice to shareholders disclosing the sources of its dividend payments when distributions include anything other than net investment income [8]. - Form 1099-DIV will report distributions for federal income tax purposes, and annual reports will include information regarding the tax character of the distributions [7].

Core Viewpoint - Invesco Advisers, Inc. has announced the immediate termination of the Managed Distribution Plans for Invesco High Income Trust II and Invesco Senior Income Trust, which may impact the market price of the Funds' common shares [1][3]. Summary by Sections Managed Distribution Plans - The VLT Plan provided a fixed monthly distribution amount based on an 8.5% distribution rate of the closing market price per share as of August 1, 2018 [2]. - The VVR Plan paid a monthly distribution amount of $0.0380 per share [2]. Purpose and Review of Plans - The Plans aimed to offer shareholders consistent cash payments regardless of income or capital gains realized, utilizing long-term capital gains or return of capital to maintain distribution levels when necessary [3]. - The Boards of each Fund determined that terminating the Plans was advisable after considering various factors [3]. Future Distributions and Tax Reporting - Future distributions will be declared alongside other Invesco closed-end funds, and the final determination of the source and tax characteristics of all distributions for 2025 will be made after the year-end [3][4]. - Each Fund will provide a Section 19 Notice to shareholders when distributions include sources other than net investment income, which is for informational purposes only [5]. Dividend Variability - The amount of dividends paid by each Fund may vary over time, and past dividend amounts do not guarantee future payments [6].

Core Viewpoint - The Nasdaq Composite has entered correction territory, defined as a decline of at least 10% from a recent high, raising investor concerns about potential trade wars and economic recession [1] Market Behavior - Market corrections are normal, and the uncertainty surrounding tariffs may not last, suggesting that panic selling is not advisable [2] - Timing the market is nearly impossible, making it difficult for investors to enter and exit at optimal times [2] Bear Market Insights - Bear markets, defined as a decline of 20% or more, tend to be shorter than bull markets, averaging less than 10 months in duration [3] - Historically, during the first month of a new bull market, stocks have risen by an average of nearly 14%, with returns exceeding 25% in the first three months [3] Historical Context - The bear market following the 1987 crash lasted only three months, while the COVID bear market lasted just over a month [4] Investment Strategy - Investors are encouraged to view market downturns as buying opportunities and to consider a dollar-cost averaging strategy, investing a fixed dollar amount at regular intervals regardless of market conditions [6][7] - Utilizing an exchange-traded fund (ETF) like the Invesco Nasdaq 100 ETF is recommended over picking individual stocks during this strategy [8] ETF Overview - The Invesco Nasdaq 100 ETF consists of the 100 largest non-financial stocks on the Nasdaq, with approximately 60% of its index comprised of technology stocks [9] - The ETF's top holdings include major companies such as Apple, Microsoft, and Nvidia, with respective weightings of 9.7%, 7.9%, and 7.4% [10] Performance Metrics - The Invesco ETF has shown a cumulative return of over 407% over the past 10 years, significantly outperforming the S&P 500, which gained 239% during the same period [11] - The ETF has outperformed the S&P 500 87% of the time based on rolling monthly returns as of the end of 2024 [11] Conclusion - Current market conditions present a favorable opportunity for dollar-cost averaging into the Invesco Nasdaq 100 ETF to establish an attractive cost basis in anticipation of a market rebound [12]