Even asset managers who are worried that US stocks are too expensive and too concentrated have no choice but to chase gains, according to Andrew Cole, head of multi-asset investing at Pictet https://t.co/JWgkDBuNl5 ...

Core Insights - AllianceBernstein is a global, diversified asset manager with over $850 billion in assets under management (AUM) [1] - The firm has strong capabilities across fixed income, private markets, and global equities [1] - Partnership with Equitable and a sizable wealth management franchise provide unique product development opportunities that support growth outlook [1] - The update from the CEO will provide insights into the business and broader landscape looking towards 2026 [1]

Thank you, Kelly, and thank you, Dennis. Uh 54% gains year-to- date. A lot of that based on optimism about the overall capital markets environment.You said on your presentation earlier today uh at the Goldman Sachs Financial Services Conference, where we're at right now, that the industry is expected to have its second biggest M&A year in history. How much of that upswing is Goldman capturing, and do you see it following through into 2026. >> Leslie, thank you very much for being here.This is our 36th uh fi ...

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior, particularly in the context of equity analysis and research [1]. Group 1: Professional Background - The expert has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1]. - The professional background includes advising on and implementing multi-asset strategies, with a strong emphasis on equities and derivatives [1]. Group 2: Investment Philosophy - The goal of sharing insights is to make investing accessible, inspiring, and empowering for fellow investors [1]. - The expert encourages building confidence in long-term investing through shared knowledge and collaboration [1].

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [1] - It highlights the author's extensive experience in asset management, particularly in equity analysis and derivatives [1] - The goal is to make investing accessible and empowering for all investors [1] Group 1: Professional Background - The author has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] - The professional background includes advising on multi-asset strategies for both institutional and private clients [1] - The author holds a BA in Financial Economics and an MA in Financial Markets [1] Group 2: Investment Philosophy - The article promotes the idea that investing should be accessible and inspiring, encouraging collaboration among investors [1] - It stresses the importance of conducting personal research before making investment decisions [1] - The author aims to share insights and exchange ideas to enhance long-term investing confidence [1]

Core Insights - The S&P 500 index is experiencing its third consecutive year of double-digit gains, currently up approximately 17% year-to-date [1] Group 1: Market Performance - The S&P 500 may achieve above-average performance if December finishes strongly [1] Group 2: Analyst Background - The analyst has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] - The analyst emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [1]

The Goldman Sachs Group, Inc. (NYSE:GS) is included among the 14 Best US Stocks to Buy for Long Term. Goldman Sachs (GS) Moves to Expand Asset Management With $2 Billion Innovator Acquisition Image by Steve Buissinne from Pixabay On December 1, The Goldman Sachs Group, Inc. (NYSE:GS) announced the acquisition of Innovator Capital Management, a defined outcome ETFs provider, for roughly $2 billion. The deal is a part of Goldman’s ongoing effort to scale up its asset management business. The acquisition i ...

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior, particularly in the context of equity analysis and research [1]. Group 1: Professional Background - The individual has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1]. - The professional background includes advising on and implementing multi-asset strategies, with a strong emphasis on equities and derivatives [1]. Group 2: Investment Philosophy - The goal of sharing insights is to make investing accessible, inspiring, and empowering for fellow investors [1]. - The analysis aims to help build confidence in long-term investing through the exchange of ideas and insights [1].

We came across a bullish thesis on BlackRock, Inc. on Rigatoni Capital’s Substack. In this article, we will summarize the bulls’ thesis on BLK. BlackRock, Inc.'s share was trading at $1,039.94 as of December 1st. BLK’s trailing and forward P/E were 26.77 and 19.34 respectively according to Yahoo Finance. BlackRock (BLK) continues to demonstrate its dominance in the asset management industry, reaching a record-high assets under management (AUM) of $13.5 trillion. The company reported an impressive year-ov ...

RT Bloomberg Live (@BloombergLive)#BloombergInvest returns to New York in March, bringing together the most influential voices across asset managment banking, private capital and wealth.📈 Register here:https://t.co/SEjLAtrpLc https://t.co/gxLV00FstO ...