Bitcoin , Solana , and XRP turned bullish with BTC reclaiming $93k, SOL breaking above $142, and XRP around $2.19, while their respective exchange-traded funds (ETFs) raked in massive inflows. Bitcoin Strength Rises as ETF Demand Builds Bitcoin shot past $93,000 with spot ETF inflows recording a net inflow of $58.49 million on Dec. 2, data from SoSoValue shows. This was the fifth straight day of positive flows, and BlackRock’s IBIT stood out, adding $120 million in one day. Meanwhile, ARKB posted a larg ...

Coremont Investment Announcement - Coremont has received a $40 million strategic growth investment from funds managed by Blue Owl Capital [1] - This investment highlights Coremont's role as a critical infrastructure partner for asset managers, hedge funds, and financial institutions [1] - Blue Owl Capital manages $295 billion in assets, indicating significant confidence in Coremont's capabilities [1]

Core Viewpoint - Ares Management presents a potential buying opportunity for investors willing to take a risk on possibly overstretched private credit [1] Group 1 - Ares Management is identified as a company that may benefit from current market conditions [1] - The private credit market is suggested to be experiencing stress, which could create investment opportunities [1]

2025年11月29日，2025"寻找未来基金经理"高校模拟投资联赛总决赛在广州新华学院（东莞校区）圆满 举办。本次赛事由南方财经全媒体集团投教基地、东莞证券投教基地联合主办、南方基金特别支持，来 自大湾区多所高校的14支精英团队同台竞技，展现了新时代大学生扎实的金融专业素养与实战能力。活 动现场还同步完成了"大湾区应用型金融人才培养联盟"轮值单位换届，为大湾区应用型金融人才培养注 入新动能。 下午14时，总决赛正式拉开帷幕。广州新华学院校长王庭槐、南方财经全媒体集团投资传媒总经理陈 前、东莞证券经纪业务管理总部总经理助理周家乐、广州新华学院经济与贸易学院院长袁持平先后致 辞。他们一致认为，赛事搭建了高校金融实践与行业需求对接的重要桥梁，联盟的持续发展将进一步推 动产教深度融合，为大湾区金融产业培育更多复合型人才。 （广州新华学院经济与贸易学院院长袁持平） 王庭槐校长在致辞中表示，广州新华学院始终以"建设一流应用型大学"为办学目标，高度重视产教融 合、校企协同的创新育人模式。他提到，学校经济与贸易学院在应用型人才培养上成果显著，往届赛事 中该校学子屡获佳绩，今年更有三支队伍晋级全省十五强，充分印证了学校人才培 ...

Core Viewpoint - Federated Hermes, Inc. announced significant executive leadership changes effective April 30, 2026, as part of its succession plan following John Fisher's decision to step back from full-time responsibilities [12]. Leadership Changes - Paul Uhlman will become President and CEO of the Federated Advisory Companies, succeeding John Fisher, who will transition to Chairman [2][6]. - Bryan Burke will succeed Uhlman as President of Federated Securities Corp., leading global sales efforts [4][5]. - John Fisher will remain involved in strategic initiatives as Chairman but will no longer serve as an executive officer [6][10]. Background of Executives - Paul Uhlman has been with Federated Hermes since 1990 and has held various leadership roles, including President of Federated Securities Corp. since 2016 [3]. - Bryan Burke joined Federated Hermes in 2002 and has held key leadership roles in distribution, including National Sales Director since April 2023 [5]. Transition and Future Plans - The leadership transitions are designed to ensure an orderly transfer of responsibilities and maintain the company's focus on long-term value creation [12]. - Uhlman and Burke will report to J. Christopher Donahue, the current President and CEO of Federated Hermes, Inc. [6][7]. Company Overview - Federated Hermes, Inc. is a global leader in active investment management, managing $871.2 billion in assets as of September 30, 2025, serving over 10,000 institutions and intermediaries worldwide [13].

Core Viewpoint - 1832 Asset Management L.P. is enhancing the Marquis Investment Program by renaming it to Dynamic Integrated Portfolios and reducing fees, aiming to simplify the program and better serve clients [1][2]. Name Changes - The Marquis Investment Program will be renamed to Dynamic Integrated Portfolios effective December 5, 2025, with each underlying portfolio also receiving new names [2]. - New names include: - Marquis Balanced Income Portfolio to Dynamic Integrated Balanced Income Portfolio - Marquis Balanced Portfolio to Dynamic Integrated Balanced Portfolio - Marquis Balanced Growth Portfolio to Dynamic Integrated Balanced Growth Portfolio - Marquis Growth Portfolio to Dynamic Integrated Growth Portfolio - Marquis Equity Portfolio to Dynamic Integrated Equity Portfolio [2]. Fee Reductions - Management fees for select funds will be reduced by 0.10%, effective on or about December 5, 2025 [3][4]. - Specific fee changes include: - Dynamic Integrated Balanced Income Portfolio Series A from 1.70% to 1.60% - Dynamic Integrated Balanced Portfolio Series A, T from 1.75% to 1.65% - Dynamic Integrated Balanced Growth Portfolio Series A, T from 1.80% to 1.70% - Dynamic Integrated Growth Portfolio Series A, T from 1.85% to 1.75% [3][4]. Risk Rating Changes - Risk ratings for several funds will change effective on or about December 5, 2025, in accordance with the Risk Classification Methodology mandated by the Canadian Securities Administrators [5][6]. - Changes include: - Dynamic Conservative Yield Private Pool Class from Low to Medium to Low - Dynamic Global Equity Income Fund from Medium to Low to Medium - Dynamic Energy Evolution Fund from Medium to High to High [5][6]. Company Overview - Dynamic is a division of 1832 Asset Management L.P., offering a range of wealth management solutions including mutual funds and actively managed ETFs [7]. - 1832 Asset Management L.P. is a limited partnership, wholly owned by Scotiabank [7].

Core Insights - The Bitwise XRP ETF has seen an increase of 8.1% following Vanguard's decision to allow trading of crypto ETFs on its platform, coinciding with minor gains in the S&P 500 and Nasdaq Composite [1][2][3] Group 1: Vanguard's Role - Vanguard, the second-largest asset manager globally, has lifted its prohibition on trading crypto ETFs, which is significant given its clients manage a collective $11 trillion in assets [2][3] - Previously, Vanguard viewed cryptocurrencies as too risky and speculative, barring investors from trading crypto mutual funds and ETFs [2] Group 2: Market Performance - The Bitwise XRP ETF's current price is $24.11, with a day's range between $23.04 and $24.45, and a 52-week range of $21.15 to $25.64 [2] - The ETF's market cap is reported as $0 billion, with a trading volume of 406,000 shares against an average volume of 829,000 [2] Group 3: Regulatory Developments - Federal Reserve Vice Chair Michelle Bowman announced intentions to create stablecoin regulations, which aims to protect financial stability while fostering responsible innovation, positively impacting the crypto market [4] Group 4: XRP Valuation - The valuation of XRP is perceived to be driven more by speculation rather than a clear understanding of its tokenomics, despite the underlying technology being useful [5]

Company Overview - Schrodinger, Inc. (SDGR) has experienced significant stock pressure due to weak fourth-quarter guidance, reflecting a challenging demand environment [1] Investment Strategy - Narweena, an asset manager led by Richard Durant, focuses on identifying market dislocations caused by misunderstandings of long-term business prospects, aiming for excess risk-adjusted returns through secular growth opportunities in markets with entry barriers [1] - The research process emphasizes company and industry fundamentals to uncover unique insights, with a high risk appetite and long-term investment horizon targeting deeply undervalued stocks [1] Market Dynamics - An aging population with low growth and stagnating productivity is expected to create a different investment opportunity set compared to historical trends, with many industries facing stagnation or secular decline, potentially improving business performance due to reduced competition [1] - Conversely, some businesses may encounter rising costs and diseconomies of scale, while economies increasingly favor asset-light businesses, leading to a decline in infrastructure investment needs over time [1] - A large pool of capital is pursuing a limited set of investment opportunities, resulting in rising asset prices and compressed risk premia [1] Leadership Background - Richard Durant holds undergraduate degrees in engineering and finance from the University of Adelaide and an MBA from Nanyang Technological University, along with having passed the CFA exams [1]

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PresentationRichard OldfieldGroup CEO & Director Good morning, everybody. It's great to see so many familiar faces and a few new ones, and a particular warm welcome to everyone joining us online. I hope we're coming through loud and clear. So you'll see Schroders Capital today. I'm trying to fit in with my private markets colleagues, no tie today. They're way too trendy. So I'm doing my bit. But I just want to start by saying a huge thank you for investing your time with us this morning. Today is important ...