Core Insights - Empower, the second-largest U.S. retirement plan provider, has added Blackstone to its private markets investment partnership program, aligning with the Trump administration's initiative to broaden private market access for defined contribution plans [1][4] Group 1: Empower's Private Markets Program - Empower launched its private markets investment partnership program in May 2025, offering investments in private equity, private credit, and private real estate through collective investment trusts [3] - The initial partnerships included notable firms such as Apollo Global Management, Goldman Sachs, and PIMCO, with investments accessed through managed accounts rather than traditional 401(k) menus [3] Group 2: Blackstone's Role - Blackstone has established a dedicated business unit for working with defined contribution plan sponsors, enhancing its offerings in private equity, private credit, real estate, and infrastructure products for individual investors [2] - Blackstone's involvement is expected to significantly enhance the investment opportunities available to retirement savers, leveraging its 20 years of experience in private markets [4] Group 3: Market Trends and Interest - A report from Cerulli Associates indicates a growing interest among defined contribution plan sponsors in incorporating private market investment options, with 37% of surveyed sponsors expressing high interest in understanding the benefits and drawbacks [4] - Projections suggest that by 2030, 7% of plan sponsors may allocate to private markets through target-date funds or managed accounts [4]

Core Viewpoint - CoinShares International Limited has appointed BDO LLP as its new statutory auditor, marking a strategic move towards expanding its presence in the U.S. market [2]. Group 1: Auditor Change - Baker Tilly Channel Islands Limited will resign as the statutory auditor of CoinShares, with the appointment of BDO LLP approved by the Board of Directors and the Audit Committee [1][3]. - The change in auditors is part of CoinShares' strategy to comply with U.S. regulations, as BDO LLP is registered with the Public Company Accounting Oversight Board (PCAOB) [2]. Group 2: Company Background - CoinShares is a leading global asset manager specializing in digital assets, providing a range of financial services to various clients including corporations and financial institutions [4]. - Founded in 2013, CoinShares is headquartered in Jersey and has offices in France, Stockholm, the UK, and the U.S., and is regulated by multiple financial authorities [4].

Company Overview - T. Rowe Price Group, Inc. is a global investment management organization founded in 1937 and headquartered in Baltimore, managing $1.76 trillion in assets under management (AUM) as of September 30, 2025 [11]. Investment Ratings - T. Rowe Price is rated 2 (Buy) on the Zacks Rank, indicating a favorable investment outlook [11]. Growth Potential - The company has a Growth Style Score of B, forecasting a year-over-year earnings growth of 4.6% for the current fiscal year [12]. - In the last 60 days, three analysts revised their earnings estimates higher for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.15 to $9.76 per share [12]. - T. Rowe Price has an average earnings surprise of +4%, suggesting consistent performance above expectations [12]. Style Scores - T. Rowe Price has a VGM Score of A, indicating strong performance across value, growth, and momentum characteristics [11][12].

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 ...

Core Insights - Fidelity Investments is recognized as one of the largest asset managers globally, offering a comprehensive range of investment vehicles [1] Company Overview - Fidelity Investments provides a full menu of investment options, indicating its extensive capabilities in asset management [1]

Core Viewpoint - A class action securities lawsuit has been filed against Blue Owl Capital Inc. due to alleged securities fraud affecting investors between February 6, 2025, and November 16, 2025 [1][2]. Group 1: Lawsuit Details - The complaint alleges that Blue Owl Capital Inc. faced significant pressure on its asset base from redemptions by business development companies, leading to undisclosed liquidity issues [2]. - It is claimed that the company was likely to limit or halt redemptions of certain business development companies, which contradicts the positive statements made by the defendants regarding the company's business and prospects [2]. Group 2: Investor Information - Investors who suffered losses during the specified timeframe have until February 2, 2026, to request appointment as lead plaintiff, although participation in any recovery does not require serving as a lead plaintiff [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees, indicating no financial obligation to participate in the lawsuit [3]. Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years and consistently ranking among the top securities litigation firms in the United States [4].

Core Viewpoint - Invesco's preliminary assets under management (AUM) reached $2.17 trillion in December 2025, marking a 0.7% increase from the previous month despite a decline in share price due to broader market performance [1][8] AUM Performance - Invesco reported net long-term inflows of $7.7 billion for December, with non-management fee-earning net inflows at $6.1 billion and money market net inflows at $0.7 billion [2] - The AUM was negatively impacted by unfavorable market returns, which decreased AUM by $23 billion, while foreign exchange (FX) and reinvested distributions contributed an increase of $25.4 billion [3][8] - The preliminary average total AUM for the quarter ended December 31 was $2.16 trillion, with preliminary average active AUM at $1.12 trillion [3] Breakdown by Asset Class - As of December 2025, Invesco's AUM in ETFs & Index Strategies was $630.2 billion, up 0.4% from the prior month, and Fundamental Fixed Income AUM rose 0.6% to $311.5 billion [4] - AUM under China joint venture grew by 5.4% to $132.5 billion, while Multi-Asset/Other AUM increased by 1.5% to $69.7 billion [5] - QQQ's AUM was $407.2 billion, up 1% from the previous month, while Fundamental Equities AUM declined 0.3% to $298.4 billion, and Global Liquidity AUM fell 0.3% to $189.7 billion [5] Strategic Outlook - Invesco's strategic expansion plans, strong global presence, diverse offerings, and efforts to boost operating efficiency are expected to support financial performance [6] - The reclassification of QQQ into an open-end ETF and the divestiture of a majority stake in the India business to form a joint venture are anticipated to drive revenue growth [6] - However, volatile flows and high levels of intangible assets are noted as ongoing concerns [6] Market Performance - Over the past three months, Invesco's shares have gained 19.9%, significantly outperforming the industry's increase of 2.2% [7]

Core Viewpoint - Asset managers across the country are releasing their outlooks for the new year, providing investors with various insights and perspectives on the upcoming year [1] Group 1 - T. Rowe Price has recently shared its views for this year's market outlook [1]

Core Viewpoint - Mount Logan Capital Inc. has announced a registered underwritten public offering of senior unsecured notes, with the intention to use the proceeds for debt repayment and general corporate purposes [1][2]. Group 1: Offering Details - The Notes will be issued in denominations of $25 and are expected to pay interest quarterly, with the public offering price and interest rate to be determined through negotiations [1]. - The offering includes a 30-day option for underwriters to purchase additional Notes to cover overallotments [1]. - The Notes are expected to be rated 'BBB-' by Egan-Jones Ratings Company [1]. Group 2: Listing and Trading - The Notes are anticipated to be listed on the Nasdaq Global Market under the trading symbol "MLCIL" and to commence trading within 30 days from the original issue date [2]. Group 3: Use of Proceeds - Mount Logan plans to utilize the net proceeds from the offering primarily for the repayment of outstanding indebtedness under its credit facility, with any remaining funds allocated for general corporate purposes [2]. Group 4: Company Overview - Mount Logan Capital Inc. is an integrated alternative asset management and insurance solutions firm focused on generating durable, fee-based revenue and long-term value creation [7]. - The company manages and invests across private and public credit markets in North America and reinsurance of annuity products, aiming to provide stable earnings and downside protection [8]. - As of September 30, 2025, Mount Logan Capital had over $2.1 billion in assets under management [8].

Core Viewpoint - Mount Logan Capital Inc. has announced a registered underwritten public offering of senior unsecured notes, with the intention to use the proceeds for debt repayment and general corporate purposes [1][2]. Group 1: Offering Details - The Notes will be issued in denominations of $25 and are expected to pay interest quarterly, with the public offering price and interest rate to be determined through negotiations [1]. - The offering includes a 30-day option for underwriters to purchase additional Notes to cover overallotments [1]. - The Notes are expected to be rated 'BBB-' by Egan-Jones Ratings Company [1]. Group 2: Listing and Trading - The Notes are anticipated to be listed on the Nasdaq Global Market under the trading symbol "MLCIL" and to begin trading within 30 days from the original issue date [2]. Group 3: Use of Proceeds - Mount Logan plans to utilize the net proceeds from the offering primarily for the repayment of outstanding indebtedness under its credit facility, with any remaining funds allocated for general corporate purposes [2]. Group 4: Company Overview - Mount Logan Capital Inc. is an integrated alternative asset management and insurance solutions firm focused on generating durable, fee-based revenue and long-term value creation [7]. - The company manages and invests across private and public credit markets in North America and reinsurance of annuity products, aiming to provide stable earnings and downside protection [8]. - As of September 30, 2025, Mount Logan Capital had over $2.1 billion in assets under management [8].