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]

Core Insights - The article emphasizes the importance of managing retirement income, particularly the gap between Social Security benefits and total retirement spending, which can significantly impact financial longevity [2][3] Investment Withdrawal Strategies - The choice of withdrawal rate from retirement savings is crucial; a 5% withdrawal rate may seem comfortable but could lead to running out of money earlier compared to a more conservative 4% rate [3] - A retiree with $500,000 could withdraw $25,000 annually at 5%, but a 4% withdrawal rate could extend the portfolio's longevity significantly [3] Income Generation vs. Growth - The article discusses the difference between relying on capital gains from investments versus generating income; solely depending on stock market gains can lead to forced selling during downturns, which erodes the portfolio [4] - A balanced investment approach, such as using dividend-focused funds, can provide income without depleting the principal, thus maintaining the portfolio's integrity [5] Tax Implications - Taxation on Social Security benefits can complicate retirement income planning; once combined income exceeds certain thresholds, a significant portion of Social Security becomes taxable [6] - Strategies like Roth conversions or prioritizing withdrawals from taxable accounts can help preserve more of the Social Security benefits, potentially saving thousands in taxes annually [6] Specific Investment Example - The Schwab Dividend ETF (SCHD) is highlighted for its 3.81% yield, generating $19,000 annually from a $500,000 investment without necessitating the sale of shares during market downturns [7]

Core Insights - Raymond James Financial, Inc. (RJF) has agreed to acquire Clark Capital Management Group, which manages over $46 billion in discretionary and non-discretionary assets, with the deal expected to close by Q3 2026, pending regulatory approvals [1][8] Company Overview - Clark Capital, founded in 1986, is known for its wealth-oriented investment solutions, focusing on multi-asset-class strategies and proprietary model portfolios, primarily targeting high-net-worth clients through financial advisors [2] Deal Structure and Implications - Post-acquisition, Clark Capital will retain its brand and operate as a separate boutique investment manager within Raymond James Investment Management, maintaining its leadership team and service model [3] - The acquisition is aligned with RJF's long-term strategy to enhance its asset management footprint and broaden investment solutions for financial advisors and their clients [4] Strategic Growth - RJF has a history of expanding its operations through acquisitions, including a majority interest in GreensLedge Holdings in October 2025 and entering the private credit business in fiscal 2024 [5][6] - The acquisition of Clark Capital is expected to strengthen RJF's multi-boutique platform and enhance advisor-focused solutions [8] Market Performance - Over the past three months, RJF's shares have increased by 6.2%, compared to a 9.5% growth in the industry [7]

Group 1 - BlackRock Inc. is seeking regulatory clearance in India to acquire a stake in Aditya Birla Renewables Limited, indicating its commitment to expanding in the renewable energy sector [1] - The company plans to invest $333.6 million in Aditya Birla Renewables, which operates in solar, wind, and battery storage, owning a portfolio of 4.3GW across 10 Indian states [2] - This investment aligns with India's significant energy transformation and growing demand for renewable energy driven by decarbonization efforts [2] Group 2 - BlackRock confirmed a 6.72% stake in Ireland's Avadel Pharmaceuticals, enhancing its exposure in the healthcare sector [2] - Morgan Stanley has reiterated an Overweight rating on BlackRock, setting a price target of $1,514, reflecting confidence in the company's expansion in private markets and technology solutions [2] - BlackRock is the world's largest asset manager, managing trillions of dollars in assets across various investment vehicles, including stocks, bonds, and real estate [2]

伍峰私募登记为私募证券投资基金管理人 本报（chinatimes.net.cn）记者栗鹏菲 叶青 北京报道 2026年首家完成备案的证券私募管理人落地。根据中国证券投资基金业协会公示信息，伍峰私募基金管 理（上海）有限公司于2026年1月12日正式登记为私募证券投资基金管理人。该公司由中泰证券资产管 理有限公司前首席投资官徐志敏发起设立，其"奔私"动向此前已在业内引发关注。 伍峰私募成立于2025年10月22日，注册资本与实缴资本均为1000万元人民币，注册地与办公地分别位于 上海市虹口区与浦东新区。股权穿透后显示，公司的实际控制人为徐志敏，其通过直接和间接方式合计 持有92.5%的股份。目前公司共有5名全职员工，合规风控负责人崔莹莹曾任职于百亿量化私募衍复投 资等机构，负责合规事务。 19年老将的投资路径与业绩记录 徐志敏是此次创业的灵魂人物。公开履历显示，他拥有复旦大学理学硕士学位，职业生涯起步于国泰君 安资产管理部，随后任职于齐鲁证券（后更名为中泰证券）及中泰证券资管，历任研究员、投资经理、 权益投资部总经理、首席投资官至总经理助理。他在中泰证券资管任职超过十年，离职前管理的主动权 益资产规模接近150 ...

Core Insights - Lawrence Fuller has 30 years of experience managing portfolios for individual investors and founded Fuller Asset Management to achieve independence [1] - Fuller Asset Management manages the Focused Growth portfolio on Dub, a copy-trading platform approved by US securities regulators [1] - The Portfolio Architect group led by Fuller focuses on an all-weather investment strategy aimed at consistent risk-adjusted market returns [1] Company Overview - Fuller Asset Management (FAM) is a state-registered investment adviser [3] - The firm provides educational information and does not intend to solicit specific securities or investment strategies [3] - FAM emphasizes that past performance should not be relied upon without understanding market conditions and investment constraints [3] Investment Strategy - The Portfolio Architect offers portfolio construction guidance, an "All-Weather" model portfolio, and a dividend and options income portfolio [1] - Additional features include daily briefs on current events, a week-ahead newsletter, technical and fundamental reports, trade alerts, and 24/7 chat support [1]

Group 1: Acquisition and Corporate Strategy - Strive, Inc. has successfully completed the acquisition of Semler Scientific, making it the 11 largest public corporate holder of bitcoin globally with approximately 12,797.9 bitcoin [1] - The company aims to monetize the operating business from the Semler Scientific subsidiary by expanding its focus on early disease detection products under the leadership of newly appointed Chief Strategy Officer Avik Roy [2] Group 2: Leadership and Expertise - Avik Roy, who has a background in science from MIT and medical training from Yale, has extensive experience in biotech and healthcare, having worked at Bain Capital and J.P. Morgan [3] - Eric Semler, former chairman of Semler Scientific, has joined Strive as an independent board member, while Joe Burnett, previously director of Bitcoin Strategy for Semler Scientific, has taken on the role of VP of Bitcoin Strategy at Strive [4] Group 3: Company Overview - Strive is the first publicly traded asset management Bitcoin treasury company, focused on increasing Bitcoin per share to outperform Bitcoin over the long run, managing over $2 billion in assets since launching its first ETF in August 2022 [5] - Semler Scientific is recognized as a leader in medical devices and software for chronic diseases, with its flagship product QuantaFlo providing rapid point-of-care testing for peripheral arterial disease [6]