Core Insights - The article discusses the best dividend stocks to buy in March, emphasizing the importance of dividend income as a stable complement to capital appreciation during market uncertainty [1][4]. Dividend Trends - Nuveen highlights that while share buybacks have surpassed dividends in recent years, dividends have shown more consistency and are expected to grow strongly across the S&P 500 in 2026 due to solid earnings growth and improved cash flow [2][3]. - The firm anticipates that sectors such as information technology, financials, and industrials will experience the strongest dividend growth, while consumer staples, utilities, and consumer discretionary sectors are expected to see more modest growth [3]. Company-Specific Insights - eBay Inc. plans to cut approximately 800 jobs, representing about 6% of its workforce, to align staffing with strategic priorities, while also continuing to hire in critical areas [9]. - eBay's revenue rose 15% year-over-year to $3 billion in Q4, exceeding analyst expectations, despite the layoffs being the third round in three years [10][9]. - Viatris Inc. received a price target increase from UBS, which raised its recommendation to $20 from $18, citing strong Q4 performance and positive guidance for FY26 [12]. - Viatris reported total revenue of $14.3 billion and adjusted EBITDA of $4.2 billion for 2025, indicating a strong business position and a path toward sustainable long-term growth starting in 2026 [13]. - The company plans to generate about $650 million in gross cost savings over three years, with a portion reinvested into growth initiatives [15].

Nuveen's global investment strategist and macro credit head Laura Cooper discusses markets positioning in light of recent global trade and policy uncertainty. "People don't want to take on that dollar exposure," Cooper tells Bloomberg Television. She also adds that Treasuries can still "showcase their safe haven dynamics in acute risk-off episodes." ...

FTSE 100 Index soared to a record high thanks to these stocks - Invezz# FTSE 100 Index soared to a record high thanks to these stocks[Indices]Author[Crispus Nyaga]Feb 23, 2026, 09:22 AM- Other top gainers were companies like BAE Systems, Glencore, and Weir Group.- Beazley and Schroders are the top gainers in the index.- The FTSE 100 Index continued soaring this year.The FTSE 100 Index soared to a record high last week, continuing a strong bull run that started in April when it bottomed at £4,890. It soared ...

Core Viewpoint - Russia's oil and gas revenue is projected to nearly halve year-on-year in February 2026, primarily due to a stronger rouble and declining oil prices, with expected revenue at 410 billion roubles ($5.35 billion) [1][1][1] Revenue Analysis - The oil and gas sector is crucial for the Russian economy, contributing over 20% to federal budget revenues, which have been significantly impacted by increased defense and security expenditures since the onset of the military campaign in Ukraine in February 2022 [1][1][1] - Monthly revenue is anticipated to rise by 3.1% from January, attributed to a subsidy known as a damper payment, which oil refineries typically receive [1][1][1] - The expected damper payment from oil companies to the state this month is 42 billion roubles, as selling fuel abroad has become less profitable due to current fuel prices [1][1][1] Year-to-Date Projections - Cumulatively, Russia's oil and gas revenue for January and February 2026 is expected to total 800 billion roubles, a decrease from 1.56 trillion roubles in the same period of 2025 [1][1][1] - The budget forecasts total income from oil and gas sales for the year at 8.92 trillion roubles, with overall budget revenue for 2026 projected at 40.283 trillion roubles [1][1][1] - In the previous year, federal budget revenue from oil and gas fell by 24% to 8.48 trillion roubles, marking the lowest level since 2020 [1][1][1]

Nuveen's takeover of Schroders undervalues asset manager, top 25 shareholder says | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A man walks past the logo of investment management company Schroders at a branch in Zurich, Switzerland November 5, 2018. REUTERS/Arnd Wiegmann/File Photo [Purchase Licensing Rights, opens new tab]LONDON, Feb 19 (Reuters) - Nuveen's agreed 9.9 billion pounds ($13.3 billion) takeover of Schroders [(SDR.L) ...

Banking Industry - The European financial landscape is experiencing its most rapid consolidation in nearly two decades, highlighted by Nuveen's £9.9 billion takeover of Schroders, marking the end of the British firm's 222 years of independence [2] - Analysts at RBC Capital downgraded Schroders to Sector Perform from Outperform, raising the target price to 610p, indicating limited remaining upside as shares trade near the implied deal value [2] - EU banking M&A has surged to its highest level since the 2008 financial crisis, with February 2026 deal volume surpassing $60 billion [9] Automotive Industry - American automotive giants, including Ford and General Motors, are concerned about the rapid expansion of Chinese EV manufacturers like BYD and Geely, which are exploring joint ventures to produce cars domestically in the U.S. [4] - Ford CEO Jim Farley expressed mixed feelings about the efficiency of Chinese manufacturing, particularly after Xiaomi's EV success, warning that U.S. manufacturers must adopt similar techniques or face potential bankruptcies [5] Gold Market - The price of gold has reached unprecedented heights, recently exceeding $5,066 per ounce, driven by a "flight to safety" amid geopolitical instability [6] - The surge in gold prices has created challenges for the security industry, as the total value of bullion in vaults now exceeds the maximum limits of their insurance policies [7] Defense Industry - Germany is shifting its €108 billion defense budget towards high-tech autonomous systems and AI, responding to internal pressure to move away from traditional military investments [10] - The German government has approved a record €82.7 billion regular defense budget for 2026, with a focus on increasing funding for defense technology, including AI-powered drones [10] Legal and Regulatory Issues - The founders of Turkish delivery firm Getir have filed a $700 million lawsuit against Mubadala, alleging a breach of agreement during the restructuring of the company's assets [11] - The UK government is advancing plans to ban social media for teenagers under 16, aiming to address mental health concerns, which has drawn criticism from tech platforms [12]

RBC Capital downgrades Schroders (OTC:SHNWF) from "Outperform" to "Sector Perform".Schroders announces sale to U.S. asset manager Nuveen, indicating consolidation pressures in the European financial sector.Despite the downgrade, SHNWF's stock price has increased by 38.78%, reaching a year-high of $7.98.Schroders (OTC:SHNWF), a well-established British fund manager known for its extensive history in the financial sector, recently experienced a significant shift in its market standing. RBC Capital downgraded ...

Zawya新闻网2月10日消息，Nuveen调查显示，中东87%的机构投资者已配置私募资产，53%计划进一步 增配私募股权和私募信贷，重点投向人工智能、能源与可再生能源及数字资产。70%的受访者计划提升 投资组合流动性，为全球最高比例，显示区域资本正强化多元化与收益稳定性布局。 ...

Core Viewpoint - The sale of Schroders to U.S. asset manager Nuveen signifies a critical juncture for European money managers, highlighting the need to either consolidate or sell in a competitive global market dominated by U.S. firms [1] Group 1: Sale Details - Schroders, a 222-year-old British fund manager, has decided to sell up to Nuveen, creating one of the world's largest active fund managers with $2.5 trillion in assets [1] - The founding family's 42% stake was previously seen as a barrier to sale, but they ultimately chose to cash out [1] - The deal is expected to prompt further consolidation in Europe's fragmented asset management industry, where the top 10 players control only 25% of assets [1] Group 2: Market Context - U.S. asset managers have been gaining market share by offering low-cost passive products, which has structurally challenged traditional stock-picking firms like Schroders [1] - An index of the largest U.S. asset managers has increased by 40% over the past five years, outperforming many European firms [1] - Analysts suggest that independent players like Schroders are now prime targets for acquisition, with companies like Jupiter, Liontrust, and GAM being highlighted as potential candidates [1] Group 3: Future Deal Expectations - Consultancy Oliver Wyman anticipates an acceleration in mergers and acquisitions in the asset management sector over the next four to five years, predicting 1,500 deals involving firms with at least €1 billion in assets [1] - However, challenges remain, such as acquisition premiums and the difficulty of realizing cost savings in a people-driven business [1] Group 4: Impact on London Financial Hub - The sale of Schroders has raised concerns about the trend of companies leaving London for other financial centers, although the CEO claims the combined group will still invest in the UK [1] - The deal will result in another company exiting the FTSE 100 index following a foreign takeover [1] - The Schroder family will retain some ties to the company, with one member continuing to work in the London office [1]

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