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SMArtX Advisory Solutions Expands Manager Marketplace with Investment Strategies from 22 Leading Asset Management Firms
Benzinga· 2026-01-20 18:32
New investment products and fund research are available on the Manager Marketplace.WEST PALM BEACH, Fla., Jan. 20, 2026 /PRNewswire/ -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of new investment strategies from 22 leading asset management firms to its Manager Marketplace. The firm's Manager Marketplace now partners with 388 distinguished asset management firms offering 2,668 investment strategies. Additionally, this includes researc ...
Oaktree's Madelaine Jones: Diversify With European Credit
Yahoo Finance· 2026-01-20 17:57
Oaktree Capital Portfolio Manager Madelaine Jones, looks at European credit markets and the recent uptick in investor interest in an interview with Guy Johnson on Jan. 19. ...
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Blue Owl Capital Inc. of Class Action Lawsuit and Upcoming Deadlines - OWL
Globenewswire· 2026-01-20 17:34
NEW YORK, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Blue Owl Capital Inc. (“Blue Owl” or the “Company”) (NYSE: OWL). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. The class action concerns whether Blue Owl and certain of its ...
Closed-End Fund Education in Closed-End Corner Videos
Globenewswire· 2026-01-20 17:14
Core Insights - The article highlights the educational initiative "The Closed-End Corner" aimed at informing investors about closed-end funds, an often-overlooked asset class [1][2]. Group 1: Educational Content - A series of videos has been produced to address current threats to closed-end funds, including historical growth since 1985 when their Net Asset Values were published weekly and numbered around 25 [2]. - The video "Short-Term Value Extraction vs. Long-Term Value Creation" discusses the jeopardy faced by closed-end funds due to hedge funds extracting value, emphasizing the impact of corporate short-termism on long-term value creation [3]. - The video "Discount Stigma/Value For Money" explores the stigma surrounding closed-end funds and consumer perceptions, using a metaphor from New York City's Diamond District [4]. - The video on Return of Capital (ROC) clarifies misconceptions about ROC as a market performance indicator and discusses its potential as a desirable tax characteristic [5]. Group 2: Company Overview - GAMCO Investors, Inc. is recognized for its research-driven value approach to equity investing, operating through subsidiaries like Gabelli Funds, which manages a diverse range of investment products including 27 open-end funds and 14 closed-end funds [6]. - The company serves a broad client base, including institutions, intermediaries, offshore investors, and retail investors, and has integrated new teams of Registered Investment Advisors (RIAs) through attractive compensation and research capabilities [6]. - Gabelli Funds offers various investment solutions across different strategies, including Value and Growth Equity, Convertibles, and sector-focused strategies [7].
日债遭遇“特拉斯时刻”:长债收益率狂飙25个基点,市场陷入近年最混乱一日
Hua Er Jie Jian Wen· 2026-01-20 16:20
Core Viewpoint - The Japanese bond market experienced a severe sell-off on January 20, described by traders as "the most chaotic trading day in recent years," driven by concerns over Prime Minister Fumio Kishida's tax cuts and spending plans, which raised fears about Japan's fiscal sustainability [1][2]. Group 1: Market Reactions - The sell-off led to a significant increase in long-term bond yields, with the 30-year and 40-year Japanese government bond yields rising by over 25 basis points in a single day, marking the largest daily fluctuation since the impact of Trump's tariffs on global markets last year [2]. - The weak auction results for the 20-year bonds exacerbated concerns regarding Kishida's fiscal policies, creating a vicious cycle of selling and increasing anxiety [2][8]. - The turmoil quickly spread to global bond markets, with U.S. Treasury yields also rising to four-month highs, as the 30-year yield increased by 10 basis points to 4.94% and the 10-year yield rose by 7 basis points to 4.30% [5][12]. Group 2: Investor Behavior - Some investors sought opportunities amidst the panic, with Reed Capital Partners' CIO stating that the extreme market conditions prompted them to buy Japanese government bonds, indicating a belief that the market was significantly out of balance [9]. - T. Rowe Price's portfolio manager noted that investors often choose to modestly rebalance their positions during chaotic market conditions, as it is difficult to accurately predict market tops [9]. - There is a growing bearish sentiment among global bond investors towards Japanese government bonds, leading to increased interest in short-selling strategies to profit from rising yields [9]. Group 3: Fiscal Concerns - The sell-off intensified pressure on Japanese life insurance companies that hold substantial amounts of government bonds, with concerns about future fiscal stability making it difficult for these institutions to re-enter the market even if bond yields become more attractive [10]. - Kishida's plan to suspend sales tax on food and beverages, seen as an attempt to gain support for the upcoming elections, is expected to cost approximately 5 trillion yen (about 316 billion USD) annually, raising skepticism about the government's commitment to fiscal responsibility [10].
Strive Asset Management, LLC (ASST): A Bull Case Theory
Yahoo Finance· 2026-01-20 15:10
Core Thesis - Strive Asset Management, LLC is positioned as a pioneering "Bitcoin Treasury Asset Management" firm following a strategic overhaul and reverse merger, aiming to enhance "Bitcoin per share" for investors [2][3] Company Transformation - The transformation involved a reverse merger between Strive Enterprises and Asset Entities Inc., leading to its public listing on Nasdaq under the ticker ASST [2] - Strive's model is similar to MicroStrategy, focusing on accumulating Bitcoin to increase shareholder value [2] Financial Position - Strive completed an all-stock acquisition of Semler Scientific, which holds Bitcoin as its primary treasury reserve, and reported 7,525 Bitcoin valued at over $660 million on its balance sheet [3] - The company raised $160 million through a Series A Perpetual Preferred Stock offering to acquire more Bitcoin without diluting common shareholders [3] Asset Management Business - Strive Asset Management manages over $2 billion across ETFs that emphasize "unapologetic capitalism" and meritocracy, distancing itself from traditional ESG metrics [4] - The stock has experienced significant volatility, trading between $0.36 and over $10 in 2025, currently at $0.86, reflecting a high correlation to Bitcoin prices [4] - Management anticipates the asset management business will reach breakeven or slight profitability by 2026 [4] Future Plans - Strive plans to introduce AI-driven financial products to personalize ETF investment strategies, representing a blend of traditional asset management and cryptocurrency holdings [5] - The company offers speculative investment opportunities with potential upside linked to Bitcoin performance and the adoption of its anti-ESG ETFs [5]
Geopolitical Turmoil Won't End The Bull Market
Seeking Alpha· 2026-01-20 13:53
Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages the Focused Growth portfolio on the new fintech platform called Dub, which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the po ...
Active Investing Maintains Edge Over Smart Beta
Etftrends· 2026-01-20 13:44
Core Insights - Active investing is gaining traction as investors seek diversification beyond major technology stocks, with strategies that combine data-driven models and managerial judgment becoming more popular than passive approaches [1][2] - Smart beta ETFs attracted approximately $37 billion in 2025, indicating a shift towards rules-based active strategies that allow for managerial flexibility in response to market conditions [1][6] Investment Strategies - Rules-based active strategies utilize analytical frameworks similar to smart beta funds but provide portfolio managers the ability to adjust holdings based on market dynamics rather than fixed schedules [2][3] - T. Rowe Price has launched two active ETFs, TACU and TACN, which hold significantly more positions than typical active funds, with TACU containing 550-650 holdings and TACN holding 400-500 positions [4][5] Fund Management Approach - The new active ETFs from T. Rowe Price combine quantitative research with fundamental analysis, allowing for low tracking error against benchmarks while enabling active management when opportunities arise [5] - This dual approach differentiates these funds from purely quantitative strategies and traditional fundamental approaches, as they leverage both data models and analyst insights [5] Market Trends - Predictions indicate that inflows into smart beta and quantitative strategies will continue to rise in 2026, with the distinction between smart beta and quantitative active management becoming increasingly blurred [6]
Ethereum to $4,000? Traders Turn Bullish as Tom Lee Backs ‘Great’ Viral List Showing Institutional Surge
Yahoo Finance· 2026-01-20 11:31
Core Insights - Bullish predictions for Ethereum's price have emerged due to comments from Fundstrat's Tom Lee and a viral post highlighting institutional adoption of the blockchain [1][8] - Ethereum continues to trade below recent highs, with technical indicators suggesting caution in the near term [1] Institutional Adoption - Tom Lee emphasized a list of 35 major financial institutions adopting Ethereum recently, showcasing a significant institutional push [2][3] - Ethereum is described as the "1 choice for global financial institutions," with over 30 recent initiatives involving banks, asset managers, and technology companies [5] - Notable examples include Kraken's tokenized U.S. stocks and ETFs on Ethereum, Fidelity's tokenized money market fund, and BlackRock's staked ether ETF filing [5] Technological Developments - JPMorgan has migrated its tokenized deposit product to Ethereum's Base layer-2 network, while Stripe is expanding stablecoin-based subscriptions on the platform [6] - Google's development of an agent payments protocol utilizing stablecoins on Ethereum indicates growing adoption by technology firms [6] Market Sentiment - The influx of institutional announcements has led to increased bullish sentiment among traders, with some viewing Ethereum's recent price consolidation as a positive sign [7][8] - Despite the optimistic sentiment, analysts note that Ethereum has struggled to maintain key technical levels [8]