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Sapporo to Sell Real-Estate Business to KKR-PAG Consortium
WSJ· 2025-12-24 08:12
Group 1 - The consortium has agreed to acquire the real-estate subsidiary of the Japanese beer maker, which is valued at approximately $3 billion [1]
Beyond S&P 500: KKR Flags Asia, Biotech, Infrastructure As Next 'High-Grade' Trades For 2026
Benzinga· 2025-12-24 08:04
Investment giant KKR & Co. Inc. (NYSE:KKR) is advising investors to look past the crowded trades of the U.S. large-cap market for the next phase of growth.In its “High Grading” Outlook for 2026, the firm argues that while the S&P 500 valuations appear stretched, significant opportunity remains for those willing to diversify into Asian corporate reforms, a resurgent biotechnology sector, and critical infrastructure.Asian Reform TradeKKR identifies a structural shift in Asia as a top conviction for 2026, driv ...
Invesco High Yield Fund Q3 2025 Commentary
Seeking Alpha· 2025-12-24 05:30
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...
Top 5 High-Yield S&P 500 Stocks to Buy for Reliable Returns in 2026
ZACKS· 2025-12-23 17:16
Key Takeaways High-yield dividend stocks offer predictable income and help cushion portfolios amid market volatility.Reinvesting dividends can enhance long-term wealth through compounding while retaining equity exposure.Strong cash flow, disciplined payouts and steady business models aid sustainable dividends across cycles.In 2025, the U.S. economy showed modest growth amid mixed signals. After a weak start to the year, real GDP rebounded sharply in the second quarter, expanding 3.8%, according to the U.S. ...
Diamond Hill Investment Group, Inc. (DHIL) M&A Call Transcript
Seeking Alpha· 2025-12-23 13:56
Core Viewpoint - Diamond Hill has entered into an agreement to be acquired by First Eagle, which is expected to enhance its service offerings and client relationships. Group 1: First Eagle Overview - First Eagle is an independent investment management firm with over $170 billion in assets under management and a 160-year history, known for prioritizing client interests and stewardship [2] - The firm specializes in global value capabilities and offers a range of actively managed strategies across various asset classes, including equities, cash, gold, currencies, and alternatives [2] Group 2: Cultural Alignment - First Eagle fosters an investment-led culture that encourages philosophical autonomy among portfolio management teams, aligning well with Diamond Hill's approach [3] Group 3: Strategic Fit - The acquisition will expand First Eagle's footprint in traditional fixed income and complement its existing global value and small-cap teams with Diamond Hill's U.S.-focused multi-cap equity platform [4] - The transaction is designed to be seamless for clients, ensuring continuity in relationships and service [4]
Vanguard Investments Canada Announces Final 2025 Annual Capital Gains Distributions for the Vanguard ETFs® - VBU, VBG and VGAB
Benzinga· 2025-12-23 13:30
TORONTO, Dec. 23, 2025 (GLOBE NEWSWIRE) -- Vanguard Investments Canada Inc. today announced the final annual capital gains distributions for the Vanguard ETFs listed below for the 2025 tax year. This is an update to the estimated annual capital gains distributions announced on November 18, 2025 and December 17, 2025. These amounts are for the year-end capital gains distributions only, which will be re-invested and the resulting units immediately consolidated, so that the number of units held by each investo ...
Invesco Corporate Bond Fund Q3 2025 Commentary (ACCBX)
Seeking Alpha· 2025-12-23 07:15
Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco emphasizes the importance of understanding investment objectives, risks, charges, and expenses before making investment decisions [1] - The firm provides educational information but does not offer specific investment recommendations or tax advice [1] - Invesco's opinions are based on current market conditions and may change without notice, indicating a dynamic approach to investment strategies [1] Group 2 - Invesco Distributors, Inc. serves as the US distributor for Invesco Ltd.'s retail products and collective trust funds [1] - The company operates through various affiliated investment advisers that provide advisory services without selling securities [1] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc. and other broker-dealers, highlighting the firm's extensive distribution network [1]
Patria Investments: Undervalued And Ready For A Shift Toward Emerging Market Alternatives
Seeking Alpha· 2025-12-23 04:59
Group 1 - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1] - The analyst has researched more than 1000 companies, focusing on metals and mining stocks, as well as other industries like consumer discretionary, REITs, and utilities [1] - The analyst transitioned from writing a blog to creating a value investing-focused YouTube channel, where hundreds of companies have been researched [1]
Invesco California Municipal Fund Q3 2025 Commentary (OCAYX)
Seeking Alpha· 2025-12-22 23:30
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...
DigitalBridge Group, Inc. (NYSE:DBRG) Financial Performance Analysis
Financial Modeling Prep· 2025-12-22 17:00
Core Insights - DigitalBridge Group, Inc. (DBRG) is a global digital infrastructure investment firm focusing on data centers, cell towers, and fiber networks [1] - DBRG's financial performance shows a Return on Invested Capital (ROIC) of 9.30% and a Weighted Average Cost of Capital (WACC) of 10.97%, resulting in a ROIC to WACC ratio of 0.85, indicating inefficiencies in capital utilization [2][6] Comparative Analysis - BrightSpire Capital, Inc. (BRSP) exhibits strong capital efficiency with a ROIC of 26.94% and a WACC of 5.17%, leading to a ROIC to WACC ratio of 5.21, indicating effective value creation [3][6] - Zurn Elkay Water Solutions Corporation (ZWS) shows effective capital utilization with a ROIC of 8.93% and a WACC of 7.45%, resulting in a ROIC to WACC ratio of 1.20, suggesting returns that exceed its cost of capital [4][6] Challenges in the Industry - Alignment Healthcare, Inc. (ALHC) has a ROIC of 0.60% and a WACC of 9.03%, resulting in a low ROIC to WACC ratio of 0.07, indicating significant inefficiencies [5] - Hayward Holdings, Inc. (HAYW) has a ROIC of 6.59% and a WACC of 8.23%, leading to a ratio of 0.80, also indicating less efficient capital use [5]