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 $ ...

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 $ ...

Core Insights - December's inflation report indicated that the Consumer Price Index (CPI) rose 2.7% year-over-year, remaining unchanged from the previous month, which markets viewed as "good enough" but too high for an immediate Federal Reserve rate cut [1] - The Federal Reserve is expected to maintain interest rates at its January 28 meeting, with a 97.2% likelihood of no changes according to CME Group's FedWatch tool [4] Inflation Trends - Core services inflation, excluding housing, known as "super core," softened to 2.76% from previous highs, but the monthly rate is still considered "a bit too hot" [1] - Eric Teal, Chief Investment Officer for Comerica Wealth Management, anticipates inflation will remain between 2.2% and 2.7% [2] Federal Reserve's Position - The Federal Reserve is likely to pause rate adjustments this month, with potential for a cut by April as economic risks shift towards a weakening labor market [2] - Charlie Bilello, Chief Market Strategist at Creative Planning, defends the Fed's decision to keep rates unchanged, emphasizing that rates should be determined by the free market rather than political pressure [3] Political Pressure and Market Dynamics - Bilello warns against political interference in setting interest rates, labeling it as "price fixing," which can lead to misallocated capital and economic instability [4] - The SPDR S&P 500 ETF Trust (SPY) and Invesco QQQ Trust ETF (QQQ) both closed lower, reflecting market reactions to the Fed's stance and inflation data [5]

具体来看，伍峰私募成立于2025年10月22日，注册资本为1000万元，机构类型为私募证券投资基金管理人，目前有5名全职员工。 | 机构信息 | | | | --- | --- | --- | | 基金管理人全称(中文) | 伍峰私募基金管理(上海)有限公司 | 投诉 | | 基金管理人全称(英文) 登记编号 | P1075083 | 州城会信息公示 202 | | 组织机构代码 | 91310000MAG0R0XDXF | | | 登记时间 | 2026-01-12 | | | 成立时间 | 2025-10-22 | 一直筒成页 202 | | 注册地址 | 上海市虹口区东大名路391-393号4层 | | | 办公地址 | 上海市浦东新区芳甸路1155号浦东嘉里城办公室1806室 | | | 注册资本(万元)(人民币) | 1,000 2020-1- | 小物会信息少你 202 | | 实缴资本(万元)(人民币) | | | | 注册资本实缴比例 | 100% | | | 企业性质 | 内资企业 | | | 机构类型 | 私募证券投资基金管理人 | | | 业务类型 | 私募证券投资基金 私募证券投资类F ...

Core Viewpoint - Vanguard has separated into two distinct investment management units, Vanguard Capital Management and Vanguard Portfolio Management, to enhance accountability and create more leadership opportunities while facing challenges in maintaining performance and cost efficiency [2][3]. Group 1: Structural Changes - Vanguard has completed the separation of its investment units, which was a process years in the making, aimed at improving operational efficiency [2]. - The new structure allows for clearer lines of accountability and additional career paths for portfolio managers [3]. Group 2: Investment Management Breakdown - Vanguard Portfolio Management oversees $2.7 trillion in assets, including actively managed stock funds, index funds, and multi-asset funds [5]. - Vanguard Capital Management manages $8.2 trillion across bond funds, active diversified equity, broad-market and foreign index funds, and passive multi-asset funds [5]. Group 3: Benefits and Challenges - The separation is expected to provide benefits such as deeper focus for management teams, greater flexibility for investment teams, and more growth opportunities for talent [4]. - Vanguard acknowledges the challenge of maintaining two world-class stock indexing teams without increasing costs or compromising performance [3]. Group 4: Proxy Voting and Governance - The establishment of two investment stewardship teams aims to diversify perspectives in proxy voting, addressing criticisms from conservative groups regarding corporate policy influence [4].

This document is for informational purposes only. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus before investing. The indicated rates of return (other than for a money market fund) are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions. The indicated rates of return for a money market fund is an annualized historical yield based o ...

Group 1 - Blue Owl Capital Inc. (OWL) shares have decreased by 40% since reaching an all-time high of $26.73 in January 2025 despite strong performance in its direct lending portfolio [1] - The company has accelerated its top line growth and non-GAAP distributable earnings through acquisitions [1] - The Insiders Forum, managed by Bret Jensen, focuses on small and mid-cap stocks with significant insider purchases, aiming to outperform the Russell 2000 benchmark [1]

Group 1 - Blue Owl Capital Inc. (OWL) shares have decreased by 40% since reaching an all-time high of $26.73 in January 2025 despite strong performance in its direct lending portfolio [1] - The company has accelerated its top line growth and non-GAAP distributable earnings through acquisitions [1] - The Insiders Forum, managed by Bret Jensen, focuses on small and mid-cap stocks with significant insider purchases, aiming to outperform the Russell 2000 benchmark [1]

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, indicating potential compensation opportunities for affected investors [1]. Group 1: Class Action Details - The class action lawsuit against Blue Owl Capital Inc. has been filed, and investors who wish to serve as lead plaintiff must act by February 2, 2026 [2]. - Investors can join the class action without incurring out-of-pocket fees through a contingency fee arrangement [1]. Group 2: Legal Representation - 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 consistently ranked among the top firms for securities class action settlements [3]. Group 3: Case Allegations - The lawsuit alleges that Blue Owl made false or misleading statements regarding its asset base and liquidity issues, which were not disclosed to investors [4]. - It is claimed that these misrepresentations led to significant investor damages when the true situation was revealed [4].

Core Insights - The retail channel for professionally managed assets in the U.S. is nearing parity with the institutional channel, driven by client demand and strong equity markets [1] - Retail client channels held $36.6 trillion in assets, while institutional channels held $37.1 trillion, marking a combined all-time high of $73.7 trillion for professionally managed assets in the U.S. [2][3] - The retail channel's resurgence is attributed to corporate defined benefit plans transferring assets to insurers and 401(k) savers rolling over assets into individual retirement accounts [3] Retail and Institutional Asset Management - The retail channel had previously surpassed the institutional channel in 2020 and 2021 but declined after the 2022 stock market pullback; however, analysts expect retail to overtake institutional assets again [3][4] - The year-over-year growth rate in 2024 indicates a return to long-term growth trends favoring retail channels, with expectations for continued growth as corporate DB plans pursue pension risk transfers [4] Subsegments Analysis - In the institutional channel, the largest subsegments include corporate defined contribution plans at $8.9 trillion, insurance general accounts at $8.7 trillion, and state and local government defined benefit plans at $5.9 trillion [4] - In the retail channel, the largest subsegments are direct investor platforms at $10.5 trillion, wirehouses at $6.1 trillion, and independent RIAs at $3.5 trillion [5] - The total independent and hybrid RIA channel is estimated at $5.9 trillion, with a caution regarding consolidation of assets to "mega firms" due to private equity-fueled M&A [5] Industry Trends - The asset management industry is increasingly focusing on serving the retail channel, particularly the RIA sector, with an emphasis on improving penetration of alternative assets [5] - Institutional client channels account for 61.5% of less-than-fully liquid alternative investments, while retail accounts for 38.5% [5]