Group 1 - Water ETFs are a unique investment product that provides economic exposure to water, with each fund adopting a different approach to this challenge [1] - The current focus is on identifying high-quality, shareholder-oriented companies that are undervalued due to short-term factors or irrational investor behavior [1] - There is particular interest in legacy businesses in sectors like remittances, ATMs, and tobacco, which are often overlooked despite their cash-generative capabilities and high yields [1] Group 2 - The analysis emphasizes a focus on U.S. stocks while also exploring attractive investment opportunities in the UK and globally [1]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Blue Owl Capital Inc. securities between February 6, 2025, and November 16, 2025, of the upcoming lead plaintiff deadline on February 2, 2026, for a class action lawsuit [1] Group 1: Class Action Details - Investors who bought Blue Owl securities during the specified Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [1] - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by February 2, 2026 [2] - The lawsuit alleges that Blue Owl made false or misleading statements and failed to disclose significant liquidity issues and pressures from BDC redemptions, which misled investors about the company's true financial condition [4] Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements in this area [3] - The firm has secured significant settlements for investors, including over $438 million in 2019, and has been recognized as a leader in the field of securities class action litigation [3]

Core Viewpoint - State Street Corporation reported strong financial results for the fourth quarter of 2025, with earnings per share (EPS) and revenue exceeding estimates, driven by elevated global stock markets and robust fee income [1][2][3][6] Financial Performance - The company reported an EPS of $2.97, surpassing the estimated $2.79, and revenue of approximately $3.67 billion, exceeding the estimated $3.60 billion [1][6] - Adjusted net income increased by nearly 10% year-over-year, with revenue marking a 7.5% increase compared to the same period last year [2][3][6] - The revenue figure resulted in a positive surprise of 2.06% compared to the Zacks Consensus Estimate [3] Valuation Metrics - State Street's price-to-earnings (P/E) ratio is approximately 12.39, indicating the market's valuation of its earnings [4][6] - The price-to-sales ratio stands at about 1.60, reflecting the market's valuation of its revenue [4] - The enterprise value to sales ratio is around 2.91, providing insight into the company's valuation relative to its sales [4] Future Projections - Management projects fee growth of 4% to 6% and a modest expansion in net interest margin for 2026 [5] - Growth in expenses is expected to slow as investments in technology stabilize [5] Financial Health - The debt-to-equity ratio is about 1.25, indicating the proportion of debt used to finance assets relative to shareholders' equity [5][6] - The current ratio is approximately 8.01, suggesting strong liquidity and the ability to cover short-term liabilities [5]

Group 1 - A team of 10 advisors has left Raymond James & Associates to establish their own registered investment advisor, Cohen Capital Advisors, with Fidelity and Schwab as custodians [1][2] - The team, led by Benjamin Cohen, includes his father Michael Cohen and several other experienced professionals, indicating a strong leadership structure [2] - The advisors managed $1 billion in assets at Raymond James over approximately 12 years, highlighting their experience and client trust [3] Group 2 - The new firm aims to enhance its infrastructure by operating independently, allowing for better custodial and technology partnerships, improved reporting, and planning capabilities [4] - Raymond James announced the acquisition of Clark Capital Management Group, which has $46 billion in assets under management, expected to close in Q3 2026 [5]

Current shareholders are not required to take any actions as a result of these changes. NEW YORK--(BUSINESS WIRE)--BlackRock will change the primary listing venue for four iShares exchange-traded funds (ETFs) to the New York Stock Exchange (NYSE). The following ETFs are scheduled to move on or around Monday, February 23, 2026. | Ticker | Name | Current Exchange | New Exchange | | --- | --- | --- | --- | | GMMF | iShares Government Money Market ETF | NYSE Arca | NYSE | | PMMF | iShares Prime Money Market ETF ...

I haven't provided an update for BlackRock, Inc. ( BLK ) since the middle of last year, but it seems that my buy rating has worked out just fine, with the stock up around 17% sinceI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best ...

I haven't provided an update for BlackRock, Inc. ( BLK ) since the middle of last year, but it seems that my buy rating has worked out just fine, with the stock up around 17% sinceI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased securities of Blue Owl Capital Inc. during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought Blue Owl securities between February 6, 2025, and November 16, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by February 2, 2026 [3]. Group 2: Legal Representation - Investors are encouraged to select qualified legal counsel with a proven track record in securities class actions, as many firms issuing notices may lack the necessary experience and resources [4]. - Rosen Law Firm has a history of significant recoveries for investors, including over $438 million in 2019 alone, and has been recognized for its leadership in securities class action settlements [4]. Group 3: Case Allegations - The lawsuit alleges that during the Class Period, Blue Owl made false or misleading statements regarding its asset base and liquidity issues, which were not disclosed to investors [5]. - It is claimed that Blue Owl faced pressure from business development companies (BDCs) redemptions, leading to potential limitations or halts on redemptions, which were downplayed in public statements [5].

Core Viewpoint - PIMCO is expanding its ETF offerings by launching a new strategy that combines passive equity exposure with active fixed income management [1][2]. Group 1: New ETF Launch - The PIMCO U.S. Stocks PLUS Active Bond ETF (SPLS) commenced trading on the CBOE on January 16, aiming to achieve total returns across various market cycles [2]. - SPLS provides dual exposure: a passive portfolio of U.S. large-cap equities and an actively managed selection of fixed income instruments [2]. Group 2: Innovative Strategy - PIMCO's StocksPLUS methodology, established in 1986, seeks to outperform the S&P 500 by layering bond market alpha over traditional equity beta, while maintaining the characteristics of passive equity indexing [3]. - This approach leverages PIMCO's nearly 40 years of expertise in debt markets to enhance returns [3]. Group 3: Diversification and Risk Mitigation - By integrating both asset classes into a single vehicle, SPLS offers a diversified alternative to standard large-cap funds, capturing market growth while potentially reducing volatility through active bond management [4]. - The launch aligns with PIMCO's tradition of creating innovative solutions to help investors achieve long-term investment objectives [4]. Group 4: Existing ETF Success - The introduction of SPLS follows the success of PIMCO's existing active ETF lineup, which includes notable funds like MINT, PYLD, BOND, and MUNI [5].

Core Insights - Options-based ETFs are increasingly popular among investors seeking specific portfolio outcomes, particularly appealing to those nearing retirement [1] - Goldman Sachs has acquired Innovator Capital Management, enhancing its offerings in the options-based ETF space with Innovator's "defined outcome" ETFs [1] - The firm has expanded its options-based ETF suite, including GPIX and GBXC, which utilize different strategies to provide income and downside protection [2][4] Group 1: Goldman Sachs' ETF Strategies - Goldman Sachs' GPIX ETF, which charges a fee of 29 basis points, combines a call option strategy with active exposure to the S&P 500, achieving an 8% 12-month trailing distribution rate [2][3] - GPIX has delivered a return of 16.4% over the past year, showcasing the effectiveness of its options overlay strategy [3] - The GBXC ETF, launched last year, charges a 50 basis point fee and employs buffer strategies to protect against losses, returning 3.3% over the last three months [4] Group 2: Market Outlook - The growing interest in income and options-based ETFs suggests that investors should monitor developments in this category, especially with firms like Goldman Sachs expanding their offerings [5]