Core Viewpoint - The company maintained a strong position in US assets during a period of uncertainty, leading to favorable outcomes as others reconsidered their investments [1] Group 1: Economic Context - There was significant uncertainty regarding tariffs, which was expected to negatively impact consumer spending and business hiring plans due to increased costs [2][3] - The discussions among colleagues focused on the trade-off between inflation impacts and growth slowdown, with concerns from clients about US policy and asset allocation [4][5] Group 2: Market Observations - Despite concerns, foreign participation in US Treasury auctions remained stable, providing confidence to continue holding and adding to US Treasury positions [6] - The anticipated increase in tariffs was projected to rise from around 2% to a range of 15-20%, influencing investor sentiment and strategies [8][9] Group 3: Investment Strategy - The company reduced duration exposure in the US market, recognizing that US Treasuries had outperformed compared to other developed markets like Australia, the UK, and Japan [12] - Opportunities were identified in Japan, Australia, and the UK, with a strategy to scale up investments if rates in these regions continued to weaken [13][14] Group 4: Volatility and Opportunities - The current market environment is characterized by competing forces, including growth from upcoming fiscal measures and tariff-related uncertainties, leading to sustained volatility [15][16] - This volatility presents exciting opportunities in fixed income, with the potential to construct globally diversified portfolios yielding 6-7%, which is attractive compared to cash and equities [17]

NEW YORK, Dec. 04, 2025 (GLOBE NEWSWIRE) -- Gainey McKenna & Egleston announces that a securities class action lawsuit has been filed in the United States District Court for the Southern District of New York on behalf of all persons or entities who purchased or otherwise acquired Blue Owl Capital Inc. (“Blue Owl” or the “Company”) (NYSE: OWL) securities between February 6, 2025 and November 16, 2025, inclusive (the “Class Period”). The Complaint alleges that throughout the Class Period, Defendants failed to ...

NEW YORK, Dec. 04, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the securities of Blue Owl Capital Inc. (“Blue Owl” or the “Company”) (NYSE: OWL) between February 6, 2025 through November 16, 2025, inclusive (collectively, the “Class Period”). For more information, submit a form at Blue Owl Capital Inc. Shareholder Class Action Lawsuit, email Investor Relations Manager P ...

Group 1 - A class action has been filed against Blue Owl Capital Inc. on behalf of investors who acquired its securities between February 6, 2025, and November 16, 2025 [1] - The allegations include that Blue Owl misled investors about its business prospects, specifically regarding pressure on its asset base from BDC redemptions and undisclosed liquidity issues [2] - The complaint states that due to these undisclosed issues, the company was likely to limit or halt redemptions of certain BDCs, which rendered positive statements about its business materially misleading [2] Group 2 - When the truth about the company's situation was revealed, Blue Owl's stock price fell, negatively impacting investors [2] - Shareholders interested in participating in the class action can contact Robbins LLP to serve as lead plaintiff, but participation is not required for recovery [3] - Robbins LLP operates on a contingency fee basis, meaning shareholders incur no fees or expenses [4]

Core Viewpoint - Cowen & Co. upgraded Invesco Ltd. to a "Buy" rating and increased the price target, reflecting positive sentiment towards the company's performance and market position [1][5]. Company Overview - Invesco Ltd. is a global asset management firm managing $2.1 trillion in assets as of September 30, 2025 [1]. - The company has a market capitalization of approximately $10.86 billion and employs 8,500 people, serving clients in over 120 countries [2][4]. Stock Performance - The stock is currently priced at $24.39, with a recent increase of $0.15, marking a 0.62% rise [3][5]. - Over the past year, the stock has reached a high of $24.79 and a low of $11.60, indicating significant volatility [3]. Trading Activity - Invesco's stock has a trading volume of 5,021,466 shares, reflecting active market participation [4][5]. - The stock has experienced a daily trading range with a low of $24.26 and a high of $24.73 [3]. Engagement with Financial Community - Invesco's President and CEO, along with the CFO, will participate in the Goldman Sachs 2025 Financial Services Conference, highlighting the firm's active engagement with the financial community [2][5].

Core Insights - Franklin Resources, Inc. (BEN) reported preliminary assets under management (AUM) of $1.67 trillion as of November 30, 2025, reflecting a slight decrease from the previous month [1][7] - The decline in AUM was attributed to flat long-term flows and $1 billion in net outflows at Western Asset Management, although market performance had a positive impact [1][4] AUM Breakdown by Asset Class - Equity assets amounted to $694.1 billion, showing a marginal decrease from the prior month [2] - Fixed income AUM was $437.1 billion at the end of November 2025, also down slightly from the previous month [2] - Alternative AUM increased marginally to $269.3 billion [2] - Multi-asset AUM rose by 1.2% to $198.1 billion [3] - Cash management balance decreased by 13.9% to $75.9 billion [3] Company Performance and Outlook - The slight decline in total AUM was driven by flat long-term flows and outflows at Western Asset Management, with some offset from gains in alternative and multi-asset categories [4] - Equity, fixed income, and cash balances softened, indicating near-term flow pressures [4] - Despite these fluctuations, the company's ongoing inorganic initiatives and strategic partnerships are expected to support long-term growth [4] Stock Performance - Over the past year, BEN shares have gained 2.7%, contrasting with a 21.4% decline in the industry [5]

Core Viewpoint - Federated Hermes (FHI) has been upgraded to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in a company's earnings picture, which is crucial for predicting near-term stock price movements [2][3]. - A strong correlation exists between earnings estimate revisions and stock price movements, with institutional investors using these estimates to determine fair value [3]. Business Improvement Indicators - The rising earnings estimates and the Zacks rating upgrade suggest an improvement in Federated Hermes' underlying business, indicating potential for stock price appreciation [4]. Importance of Earnings Estimate Revisions - Tracking earnings estimate revisions can be beneficial for investment decisions, and the Zacks Rank system effectively utilizes this data [5][6]. - The Zacks Rank system has a strong track record, with Zacks Rank 1 stocks averaging an annual return of +25% since 1988 [6]. Specific Earnings Estimates for Federated Hermes - For the fiscal year ending December 2025, Federated Hermes is expected to earn $4.92 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 9.6% over the past three months [7]. Zacks Rating System Overview - The Zacks rating system maintains a balanced distribution of ratings, with only the top 5% of stocks receiving a "Strong Buy" rating, indicating superior earnings estimate revisions [8][9]. - The upgrade of Federated Hermes to Zacks Rank 1 places it in the top 5% of stocks, suggesting potential for higher stock movement in the near term [9].

Vanguard continues to bolster its fixed income ETF lineup with the addition of the new Vanguard Core-Plus Bond Index ETF (BNDP). The new fund offers broad-based, diversified U.S. taxable bond exposure... ...

Sovereign wealth funds were buying the dip in bitcoin (BTC), according to BlackRock CEO Larry Fink. “We’re seeing more and more legitimate, long-holding investors investing in it,” Fink said Wednesday at the New York Times DealBook Summit in New York. “I can tell you there are a number of sovereign funds [...] they are adding incrementally at $120,000, $100,000; I know they bought more in the $80s.” That state actors have been buyers of bitcoin isn't news — Abu Dhabi's Mubadala Investment Company and Lux ...

Core Insights - Solana is experiencing significant momentum with its price nearing $143 and predictions indicating a potential rise to $230 by early 2026 [1][3] - Institutional interest is growing, highlighted by Franklin Templeton's launch of a Solana ETF, marking a milestone in regulated Solana products [1][4] Institutional Support - Franklin Templeton has introduced a Solana ETF under the ticker SOEZ on NYSE Arca, which includes staking rewards [1] - The launch is supported by a favorable regulatory environment in the U.S., with clearer guidelines from the SEC since early 2025 [4] Market Performance - Two Solana-based tokens, ZEREBRO and PIPPIN, are outperforming the market, with PIPPIN experiencing a 900% rally recently [2][5] - ZEREBRO has shown significant growth, climbing to $0.245, with a market cap exceeding $200 million and daily trading volumes often surpassing $90 million [5] Technical Analysis - Analysts predict that Solana could reach $230 by the end of Q1 2026, supported by strong technical indicators and liquidity in order books [3] - PIPPIN's recent performance has been driven by whale accumulation and high derivatives volume exceeding $3 billion [5] Community Engagement - Community events, including trading contests, are sustaining interest in Solana and its associated tokens [5] - Another AI coin on Solana, also showing momentum, has increased by 18.21% in the last 24 hours and 58.30% over the past week [6]