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].

Core Insights - Westwood Holdings Group successfully closed its Westwood Energy Secondaries Fund II, raising over $300 million, significantly surpassing its initial target of $150 million, indicating strong investor interest in its energy secondaries business [1][3] Fund Overview - WES II aims to achieve attractive, risk-adjusted returns through investments in a diversified portfolio of energy-focused secondary and continuation fund opportunities, primarily targeting 7-12 year-old limited partnership interests at significant discounts [2] - The fund has deployed $200 million in energy investments in 2025 and has approximately $100 million remaining to invest in 2026 [2] Investor Demand - The fund received commitments from a diverse group of investors, including institutional allocators, RIAs, family offices, and high-net-worth individuals, marking a significant achievement for Westwood's energy secondaries strategy [3] Leadership Commentary - Westwood's CEO expressed satisfaction with the reception of WES II, noting the doubling of the initial capital target in 2025 and highlighting the dynamic partnerships established in the energy private equity industry [4] Market Dynamics - The energy secondaries and continuation fund market is experiencing rapid growth due to evolving capital needs in the industry and increased demand for liquidity solutions from institutional investors [5]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Financial advisors to high-net-worth investors spend a lot of time on estate planning, but might be overlooking the tax planning services their clients want, according to the inaugural “Advisor Trends Survey” from asset management firm BlackRock. The survey, which included 1,000 advisors working across multiple channels, found that estate planning (67%), customized retirement planning (64%), ch ...

Core Insights - Silver has surged past $90 an ounce for the first time, while gold is trading near its all-time high, driven by expectations of further US rate cuts, political pressure on the Federal Reserve, and heightened geopolitical tensions [1][2][4]. Price Movements - Silver jumped as much as 5.3% to $91.5535 an ounce, while gold traded within $10 of its record peak [2][12]. - As of 12:31 p.m. in Singapore, silver was up 4.6% at $90.9590 an ounce, and gold climbed 0.9% to $6,626.43, close to its record high of $4,634.55 [12]. Economic Factors - Lower US inflation data has contributed to bullish sentiment in precious metals, although the figures were noted to be artificially suppressed by a prolonged government shutdown [3]. - The Federal Reserve is expected to pause rate cuts for several months, but swaps markets are pricing in at least two additional cuts later this year [3]. Political and Geopolitical Influences - Political pressure on the Federal Reserve has increased demand for safe-haven assets, with concerns over the independence of the Fed following potential criminal charges against Chair Jerome Powell [4]. - Geopolitical tensions, including US actions in Venezuela and threats regarding Greenland, as well as protests in Iran, have further driven investors towards gold and silver [7]. Market Predictions - Citigroup has raised its three-month price forecasts for gold and silver to $5,000 and $100 an ounce, respectively [8]. - Analysts suggest that silver could reach $150 an ounce by year-end, supported by strong speculative buying and a broader rotation into commodities [9]. Supply Dynamics - Silver's performance has been influenced by ongoing supply tightness and fears of potential tariffs from a US Section 232 investigation, which could limit silver flows into the global market [10][11]. - Heavy speculative buying and elevated trading volumes on major exchanges indicate strong investment inflows [11].

Core Insights - Spot Bitcoin (BTC) exchange-traded funds (ETFs) have reversed a prolonged outflow trend, experiencing significant inflows as BTC's price surpassed $95,000 after being below $92,000 for months [1][4] Group 1: Inflows and Market Dynamics - On January 13, Bitcoin ETFs recorded net inflows of approximately $753.7 million, marking the largest single-day total in three months since October 7, 2025 [2] - Fidelity's FBTC led the inflows with $351 million, followed by Bitwise's BITB with $159 million, and BlackRock's IBIT with $126 million [2] - Cumulative inflows for U.S. spot Bitcoin ETFs reached $56.52 billion by January 12, prior to the recent surge, indicating renewed institutional confidence [6] Group 2: Institutional Investor Behavior - The recent influx of funds marks a reversal from the outflows seen in late 2025 and early 2026, as institutional investors are rotating back into risk assets following year-end portfolio rebalancing [3] - Early January 2026 saw mixed results with net inflows of roughly $1.2 billion over the first two trading days, followed by renewed outflows, including $243 million on January 12 [5] Group 3: External Factors Influencing Market Sentiment - The recent inflows may have reignited bullish sentiments in the market, although uncertainty surrounding the U.S. Supreme Court's impending verdict on President Trump's tariffs could introduce volatility [7] - Trump's tariffs, imposed under the 1977 International Emergency Economic Powers Act, have faced legal challenges, with lower courts ruling they exceeded authority [8]

Core Insights - The Invesco Bond Fund (VBF) was previously rated as a 'Buy' during the market dislocation of April/May 2025 and has since appreciated in value [1] - Binary Tree Analytics (BTA) specializes in providing transparency and analytics for capital markets instruments, focusing on Closed-End Funds (CEFs), Exchange-Traded Funds (ETFs), and Special Situations [1] Group 1 - The Invesco Bond Fund has shown positive performance since the last rating, indicating a favorable investment environment for investment-grade bonds [1] - BTA has over 20 years of investment experience and aims to deliver high annualized returns with low volatility [1]

Core Viewpoint - BlackRock is reducing its global workforce by approximately 1%, equating to around 250 positions, as part of a review aimed at enhancing operational efficiency [1][2]. Group 1: Workforce Reduction - The decision to cut jobs is part of BlackRock's annual review process to align resources with objectives and improve service to clients [2]. - The company has not disclosed the timeline for the layoffs or specific reasons for the decision [2]. Group 2: Strategic Initiatives - Under CEO Larry Fink, BlackRock completed a $12 billion acquisition of HPS Investment Partners in July, expanding its capabilities in private credit and infrastructure investments [3]. - The integration of new leadership from acquisitions and the preparation of new funds for clients is currently ongoing [3]. Group 3: Financial Performance - BlackRock's assets under management reached $13.46 trillion in the third quarter of 2025, reflecting a 17% increase from $11.47 trillion a year earlier [4]. - Adjusted net income for the same period rose to $1.9 billion, up from $1.7 billion in the previous year's corresponding quarter [4]. Group 4: Investment Focus - For 2026, BlackRock has identified investment themes that include artificial intelligence, income generation, and greater diversification [3]. - The company offers a technology-focused exchange-traded fund dedicated to AI companies [4].

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Core Viewpoint - The "2025 China Investment and Wealth Management Company TOP 30 Voting List" aims to protect financial consumers' rights and promote a people-centered financial service approach through public voting and evaluation of investment firms [1]. Group 1: Selection Process - The candidate list for the 2025 China Investment and Wealth Management Companies is based on public and official big data, along with reports from licensed evaluation agencies [1]. - Investors are invited to participate in a "commentary-style" voting process to select their preferred investment firms, culminating in the publication of the final list [1]. Group 2: Evaluation Criteria - The final list, to be published by December 30, 2025, considers factors such as licensing status, overall strength, assets under management (AUM), long-term historical performance (including risk-adjusted returns), and the absence of significant regulatory penalties or negative public sentiment [1]. Group 3: Industry Trends - Industry concentration is increasing, with leading institutions in various segments solidifying their positions by leveraging brand, channels, and research capabilities to attract funds [4]. - Compliance and risk control are paramount, with "licensed operation" and "absence of significant risks" becoming essential criteria for survival and inclusion [5]. - Competition and collaboration are intensifying, particularly between bank wealth management subsidiaries and public funds in fixed-income sectors, as well as among leading third-party sales platforms, brokerages, and private banks [6]. - The integration of technology is deepening, with AI becoming a standard feature in investment research, risk control, and customer service, significantly contributing to the overall strength of leading institutions [7].

BlackRock, Inc. (NYSE:BLK) will release earnings for the fourth quarter before the opening bell on Thursday, Jan. 15.Analysts expect the New York-based company to report fourth-quarter earnings of $12.3 per share. That's up from $11.93 per share in the year-ago period. The consensus estimate for BlackRock's quarterly revenue is $6.75 billion (it reported $5.68 billion last year), according to Benzinga Pro.BlackRock is trimming about 1% of staff, Bloomberg reported.Shares of BlackRock rose 0.1% to close at $ ...