Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.My last analysis on W. P. Carey ( WPC ) stock was published on August 20, 2024. That article focused on the prevailing sentiment surrounding WPC and also the Graham Number. The analysisSensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high g ...

After 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire ...

Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.Sensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth with isolated risks through dynamic asset allocation. Features include: two model portfolios - one for short-term survival/withdrawal and one for aggressive long-term growth, dire ...

Franklin Resources (BEN) Q2 2025 Earnings Call May 02, 2025 11:00 AM ET Company Participants Selene Oh - IRJennifer Johnson - President and CEOBenjamin Budish - DirectorMatthew Nicholls - Executive VP, CFO & COOAdam Spector - Executive VP & Head of Global DistributionBrian Bedell - DirectorPatrick Davitt - Partner Conference Call Participants Craig Siegenthaler - AnalystAlexander Blostein - AnalystDan Fannon - Managing Director - Research AnalystMichael Cyprys - AnalystWilliam Katz - Senior Equity AnalystGl ...

Financial Data and Key Metrics Changes - Assets under management (AUM) decreased to $1,540 billion, primarily due to long-term net outflows at Western Asset and negative market impacts [18][19] - Adjusted operating income was $377.2 million, a decrease of 8.6% from the prior quarter, mainly due to compensation expenses and the impact of Western [27][28] Business Line Data and Key Metrics Changes - Long-term inflows increased by 9% quarter over quarter, with gross sales rising across all asset classes [19] - Multi-asset and alternatives generated a combined $9.7 billion in positive net flows, while equity long-term inflows were $38.9 billion, despite net outflows of $5.4 billion in growth strategies [20][21] - Fixed income net outflows were $30.5 billion, but excluding Western, there were net inflows of $2.8 billion [20][21] Market Data and Key Metrics Changes - The institutional unfunded pipeline increased by $2.3 billion to $20.4 billion, the highest level since 2022 [5] - International markets accounted for approximately $470 billion, or about 30% of AUM, with positive net flows in the EMEA and Americas regions [7][26] Company Strategy and Development Direction - The company aims to leverage market volatility to enhance client asset growth through diversified investment solutions [4][17] - Focus on expanding alternative assets and wealth management channels, projecting $800 billion to be allocated to democratize alternatives industry-wide over the next five years [22][64] - Continued integration of Western Asset to create efficiencies while maintaining investment team autonomy [28] Management's Comments on Operating Environment and Future Outlook - Management remains cautiously constructive on global equity markets, citing concerns over US growth and tariff impacts [10][11] - The company anticipates that a recession in the US is not a foregone conclusion, with the economy being better insulated compared to export-dependent countries [11][12] - Positive sentiment around the potential for growth in private markets and alternatives, with a strong focus on educating financial advisers [63][64] Other Important Information - The company launched its first perpetual secondary private equity fund, raising an initial $2 billion [23] - The ETF business saw its fourteenth consecutive quarter of positive net flows, attracting $4.1 billion during the quarter [24][25] Q&A Session Summary Question: Guidance on fiscal year expenses given market movements - Management expects effective fee rates to remain around 38 basis points, with expenses projected to be flat compared to 2024 [36][39] Question: Estimate for base fee organic growth rate including Western - Management noted that long-term net flows excluding Western were about $7.4 billion, with positive flows in fixed income and alternatives [45][46] Question: Update on fixed income strategies and Western's health - Western experienced $10 billion in outflows but also had $5 billion in gross sales, indicating ongoing institutional interest [78][79] Question: Contribution of international business to revenues and flows - The company reported positive momentum in gross sales across all regions, with AUM outside the US at approximately $470 billion [92]

Group 1 - The article highlights a series of online courses offered by Wind, focusing on various financial topics and strategies for asset allocation and market analysis [1][2][4] - Courses are scheduled throughout May 2025, with specific topics such as credit bond strategies, asset volatility, and regional economic features [1][2][4] - The courses are designed to assist participants in navigating the complexities of the global financial market, particularly in the context of tariff shocks and low interest rates [2][4] Group 2 - The training sessions include insights into the economic impact of U.S. tariffs and the use of AI in financial analysis, showcasing Wind's commitment to integrating technology in finance [4] - The course calendar provides a structured overview of the sessions, allowing participants to plan their attendance effectively [4] - Wind emphasizes the importance of global asset allocation strategies and the role of data analysis in enhancing financial decision-making [2][4]

债市已经横盘大半个月了。 在今年4月初的快速下行后，10年国债收益率从4月7日至今，一直在1.65%上下窄幅波动，始终未更近一步，突破1.6%。 今年以来10年国债到期收益率 关税冲击的不确定性和对"降准降息"的预期，是之前债市快速上涨的主要助推因素。 而多空双方的纠结，或许是近期债市保持震荡的原因。 为什么看多债市？ 中美贸易摩擦、关税冲击产生的避险需求； 资金面宽松确定性较强（对降准降息有较强预期）； 基本面回升幅度可能放缓。 为什么看空债市？ 美国撤销关税制裁，贸易摩擦可能缓和； 降准降息可能推迟； 基本面回升幅度超出预期。 有没有发现？多空双方似乎都说的是同一件事，只是观点和预期不同。 这也反映了债市面临的不确定性依然很大，主要因为关税博弈、稳增长政策以及降准降息何时落地等都存在很多变数。 形势没有进一步明朗前，债市或将保持震荡。 那么债基还值不值得买？ 当我们跳出短期涨跌，以长期视角来衡量，债市或许仍然是资产配置中的重要拼图。 以代表纯债型基金整体收益水平的万得纯债型基金总指数为例，从2007年到2025年，每一年均都是正收益。 数据来源：Wind，数据截止日期：20250416 从2007年到20 ...

Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.The last time I analyzed Altria Group (NYSE: MO ) stock, I rated it as a hold, with a focus on its technical trading indicators. To wit, that article was titled "Altria IsSensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth with iso ...

再来说一下买房，很多人觉得现在正是买房的好时机。主要原因有两个：一个是，各地平均房价都较2021年跌去了30%。不少人觉得现在正是抄底买房的好 时机。另一个是，从去年开始，各地取消了限购。银行降低了房贷利率，首付比例。税务部门减免了契税、增值税等，这对于需要购房家庭来说，现在是政 策鼓励买房的最佳时期。 不过，现在投资房产也并不是好时机：①虽然全国平均房价下跌了30%，但是各地房价还是存在泡沫。像上海、深圳等大城市房价和收入之比高达40，这意 味着，当地居民不吃不喝要工作40年。所以，未来房价仍有下跌的空间。 在进入到2025年之后，国际金价出现了大幅波动，前些年买了金条的人据说都赚了不少钱。与此同时，房地产市场持续低迷，数据显示，一季度百城二手住 宅价格累计下跌1.51%，3月环比下跌0.59%，同比跌幅达7.29%。而存款利率虽然年初有所反弹，但总体上仍然呈现下行的趋势。于是，就有人提出：未来5 年，钱放黄金、存银行、买房子哪个更划算呢？ 先来说一下黄金，很多人看到黄金价格上涨，都认为现在投资黄金最划算。但是，黄金的价格波动太大。而决定黄金涨跌的因素有两个：美元指数，以及全 球战争情况。比如，2024年俄 ...

Group 1 - Sensor Unlimited is part of the investing group Envision Early Retirement, which focuses on generating high income and growth with isolated risks through dynamic asset allocation [2] - The group offers two model portfolios: one for short-term survival/withdrawal and another for aggressive long-term growth, along with direct access for discussions, monthly updates, tax discussions, and ticker critiques [2] - Sensor Unlimited has a PhD in financial economics and has spent the last decade covering the mortgage market, commercial market, and banking industry, with a focus on asset allocation and ETFs related to various sectors [3] Group 2 - The article emphasizes that past performance is not indicative of future results and does not provide specific investment recommendations [5]