Key Takeaways IVZ surged as QQQ's move to an open-end ETF is expected to unlock better efficiency and lower expenses.AUM growth, cost synergies and global expansion continue to support IVZ's broader momentum.IVZ still faces weak top-line trends and high intangible assets that have weighed on past financials.Invesco’s (IVZ) shares touched a new 52-week high of $26.39 in Friday’s trading session, supported by investor optimism around the Invesco QQQ exchange-traded fund’s (ETF) pending reclassification alongs ...

Core Insights - BlackRock is launching the iShares Staked Ethereum Trust ETF, marking its first U.S. product that provides direct staking exposure for institutional investors, reflecting a growing demand for yield-generating crypto strategies [1][7] - The trust will issue shares that represent fractional beneficial interests in its ether assets, capturing both ETH price performance and staking rewards, which are intended to enhance net asset value [2] Custody and Administration Structure - The trust will utilize a multi-custodian structure, with Coinbase Custody Trust Company serving as the ETH custodian and The Bank of New York Mellon acting as cash custodian and administrator [3] - Anchorage Digital Bank is included as an additional custodian, enhancing regulatory oversight and redundancy, while BlackRock Fund Advisors will act as trustee [4] Staking Operations - The trust will not operate its own validator infrastructure but will rely on approved third-party staking service providers, with allocations based on provider performance and reputation [5] - Staking operations may involve affiliates of the custodians or other regulated partners, with both reward potential and slashing risk being significant considerations for investors [5] Market Trends - The filing indicates a strategic shift in institutional demand towards yield-bearing crypto products, moving beyond traditional price-only products [7] - If approved, the ETF could help clarify the classification of staking rewards, a topic currently under discussion in U.S. regulatory circles [7]

Let's bring in David Biano, DWS Group, America's CIO. David, good to see you. >> Morning, Mike.>> Uh market seems to have been expressing a lot of confidence that we'll get the Fed rate cut. It's also going to be kind of an insurance cut. The overall economy may be looking to pick up early next year.Uh we're kind of priced for that. How you see things. >> Beware what you wish for during the holiday season because we expect markets to expect the Fed to cut this week.They certainly have not pushed back agains ...

Core Insights - Harrison Street Asset Management (HSAM) has been recognized as one of the Best Places to Work in Money Management for 2025 by Pensions & Investments, marking the eleventh time the firm has received this accolade since the program's inception in 2012, highlighting its commitment to an exceptional workplace culture [1][4] Company Overview - HSAM is a leading global real assets investment management platform with over $108 billion in assets under management, specializing in real estate, credit, infrastructure, and private wealth [1][5] - The firm employs more than 600 individuals across 19 offices worldwide, emphasizing a strong focus on enhancing employee experience through various programs [2][5] Employee Development and Culture - The Harrison Street Impact Academy (HSIA) is a key initiative aimed at improving employee performance and leadership skills, offering training in problem-solving, communication, and personal well-being [3] - HSAM provides tuition reimbursement for continuing education, wellness programs, and policies that promote work-life balance, alongside competitive compensation and comprehensive benefits [3] - Employee engagement is fostered through volunteer days and team-building events, contributing to a collaborative and high-performance culture [3] Recognition and Evaluation - The recognition by Pensions & Investments is based on a two-part survey process conducted in partnership with Workforce Research Group, evaluating workplace policies and employee feedback [4]

Core Viewpoint - Achieving a 3% dividend yield, as preferred by Warren Buffett, is increasingly challenging for passive investors, but diversification into other asset classes or conducting personal research may help surpass this threshold [1][5]. Dividend Yield Trends - The average dividend yield has been declining, with the S&P 500 currently offering approximately 1.1%, remaining below 3% since the 2008 financial crisis [3][2]. - Companies have shifted focus from dividends to buybacks over the years, influenced by the rise of high-growth technology firms that prefer reinvesting cash [2]. Investment Strategies for Higher Yields - To achieve a 3% yield, investors can explore various strategies, including: - Securing high-yield accounts for uninvested cash, which can offer competitive yields [8]. - Investing in ETFs like the iShares Core High Dividend ETF (HDV), which currently offers a 3.5% yield, potentially generating $35,000 annually from a $1 million investment [11]. - Targeting corporate bonds, such as the iShares iBoxx $ High Yield Corporate Bond ETF (HYG), which has a yield over 6.2%, allowing for approximately $62,000 in passive income from a $1 million investment [18]. - Considering private credit funds like the Arrived Private Credit Fund, which has a historical yield of 8.1%, providing a competitive alternative to high-yield savings accounts [19]. Financial Advisory and Research Tools - Utilizing platforms like Vanguard for low-cost investing and advisory services can help tailor investment strategies to individual financial goals [13][14]. - Research platforms like Moby can assist investors in making informed decisions, with stock picks outperforming the S&P 500 by an average of 11.95% over the past four years [16][15].

Core Viewpoint - Invesco Ltd. is expanding its presence in private markets by partnering with LGT Capital Partners to offer alternative asset portfolios to US retail and retirement investors [1][2]. Group 1: Partnership Details - The collaboration will focus on private equity, credit, infrastructure assets, and investments in secondary stakes [2]. - This marks Invesco's second partnership since late April, following a collaboration with Barings on private credit funds [2]. Group 2: Market Context - Traditional asset managers have increasingly entered alternative markets over the past year, acquiring boutique firms or forming joint ventures to provide private assets to everyday investors [3]. - Notable partnerships in the industry include Blackstone with Vanguard and Wellington, Apollo with State Street, and Capital Group with KKR [4]. Group 3: Company Profiles - Invesco manages $2.1 trillion in client assets, with over $190 billion in alternative assets primarily in real estate and private debt [4]. - LGT Capital Partners, owned by the Princely Family of Liechtenstein, manages approximately $120 billion in assets [4].

Core Insights - Invesco Ltd. is expanding its presence in private markets by partnering with LGT Capital Partners to offer alternative asset portfolios for US retail and retirement investors [1][2] - The partnership will focus on private equity, credit, infrastructure assets, and secondary stakes [2] - Invesco's CEO highlighted that private market exposure can provide unique income and growth opportunities [2] Company Developments - This partnership with LGT is Invesco's second collaboration since April, following a partnership with Barings on private credit funds [2] - Invesco manages $2.1 trillion in client assets and has over $190 billion in alternative assets, primarily in real estate and private debt [2][5] - LGT Capital Partners, owned by the Princely Family of Liechtenstein, manages approximately $120 billion in assets [5] Industry Trends - Traditional asset managers are increasingly entering alternative markets, forming joint ventures or acquiring boutique firms to offer private assets to retail investors [3] - Other notable partnerships in the industry include Blackstone with Vanguard and Wellington, and Apollo with State Street [4] - The trend indicates a growing interest in private markets as a source of income and growth for investors [2][3]

Core Viewpoint - A securities fraud class action lawsuit has been filed against Blue Owl Capital Inc. for alleged misrepresentations regarding liquidity issues, affecting investors who purchased securities between February 6, 2025, and November 16, 2025 [3]. Group 1 - The lawsuit was initiated in the United States District Court for the Southern District of New York on behalf of investors who acquired Blue Owl securities during the specified period [3]. - The allegations include violations of the Securities Exchange Act of 1934 by the Company and certain senior officers [3]. - Investors are reminded of a deadline to file as lead plaintiff by February 2, 2026, with the option to remain an absent class member if no action is taken [4]. Group 2 - Bernstein Liebhard LLP, the law firm handling the case, has a history of recovering over $3.5 billion for clients and has represented large public and private pension funds [5]. - The firm has been recognized multiple times for its success in litigating class actions, being named to The National Law Journal's "Plaintiffs' Hot List" and listed in The Legal 500 for several consecutive years [5].

Wrexham secured a minority investment from alternative asset manager Apollo https://t.co/8YsxFd5ulm ...

Core Insights - GCM Grosvenor has been recognized for the fifth time as one of Pensions & Investments' Best Places to Work in Money Management, ranking 1 in the Major Employers category [1][2] - The recognition highlights the firm's commitment to creating an exceptional workplace and fostering strong employee engagement [1][2] - The Best Places to Work program evaluates firms based on employer and employee surveys regarding workplace policies, practices, and engagement [2] Company Overview - GCM Grosvenor is a global alternative asset management solutions provider with approximately $87 billion in assets under management across various investment strategies [4] - The firm has over 50 years of experience in alternatives and aims to deliver value for clients through a flexible investment platform [4] - GCM Grosvenor employs around 560 professionals and serves a global client base, with offices in major cities including Chicago, New York, and London [5]