Core Viewpoint - Federated Hermes, Inc. will report its financial and operating results for the quarter and year ended December 31, 2025, on January 29, 2026, after market close [1] Group 1: Financial Reporting - The financial results will be discussed in a conference call on January 30, 2026, at 9 a.m. Eastern, hosted by President and CEO J. Christopher Donahue and CFO Thomas R. Donahue [1] - Investors can access the conference call by dialing specific numbers for domestic and international calls or through the company's website [2] Group 2: Company Overview - Federated Hermes, Inc. is a global leader in active investment management, managing $871.2 billion in assets as of September 30, 2025 [4] - The company provides a wide range of investment solutions, including equity, fixed-income, alternative/private markets, multi-asset, and liquidity management strategies to over 10,000 institutions and intermediaries globally [4] - The client base includes corporations, government entities, insurance companies, foundations, endowments, banks, and broker/dealers, with headquarters in Pittsburgh and over 2,000 employees in various global offices [4]

Core Viewpoint - Blue Owl Capital Inc. will release its financial results for Q4 2025 on February 5, 2026, before market open, and will host a conference call to discuss these results [1]. Financial Results Announcement - The financial results for the fourth quarter ended December 31, 2025, will be announced on February 5, 2026, before market open [1]. - A webcast and conference call will take place at 10 a.m. Eastern Time to discuss the results [1]. Conference Call Information - The conference call will be available live on Blue Owl's website [2]. - Participants can join by calling +1 (888) 330-2454 for domestic or +1 (240) 789-2714 for international access, using Conference ID 4153114 [2]. - Callers are encouraged to dial in 10-15 minutes early for identification purposes [2]. Replay Information - An archived replay of the conference call will be accessible via a webcast link on the Shareholders section of Blue Owl's website [3]. Company Overview - Blue Owl Capital Inc. is a leading asset manager with over $295 billion in assets under management as of September 30, 2025 [5]. - The company operates across three multi-strategy platforms: Credit, Real Assets, and GP Strategic Capital [5]. - Blue Owl aims to provide private capital solutions for long-term growth and offers differentiated alternative investment opportunities to various investors [5].

Core Viewpoint - Ares Management Corporation (ARES) is set to announce its fiscal fourth-quarter earnings for 2025, with analysts expecting significant growth in earnings per share (EPS) compared to the previous year [1][2]. Financial Performance - Analysts anticipate ARES will report a profit of $1.72 per share on a diluted basis, reflecting a 39.8% increase from $1.23 per share in the same quarter last year [2]. - For the full fiscal year, ARES is expected to achieve an EPS of $5.08, which is a 28% increase from $3.97 in fiscal 2024 [3]. - The EPS is projected to rise further to $6.58 in fiscal 2026, marking a year-over-year increase of 29.5% [3]. Stock Performance - Over the past 52 weeks, ARES stock has underperformed, with a decline of 2.4%, while the S&P 500 Index and the Financial Select Sector SPDR Fund gained 16.2% and 16.4%, respectively [4]. - Following the Q3 results announcement on Nov. 3, 2025, ARES shares increased by 4.6%, with an adjusted EPS of $1.19 surpassing Wall Street expectations of $1.14 [5]. Analyst Ratings - The consensus opinion on ARES stock is moderately bullish, with a "Moderate Buy" rating overall. Out of 19 analysts, nine recommend a "Strong Buy," two suggest a "Moderate Buy," and eight give a "Hold" rating [5]. - The average analyst price target for ARES is $190.29, indicating a potential upside of 8.1% from current levels [5].

Group 1 - Virtus InfraCap U.S. Preferred Stock ETF (PFFA) is a fund with $2 billion in assets under management (AUM), launched in May 2018 by Virtus Investment Partners and advised by Infrastructure Capital Advisors, LLC [1] - The fund focuses on preferred stocks, which are hybrid securities that have characteristics of both equity and debt [1] Group 2 - The article emphasizes the importance of due diligence in investment research, highlighting the need for thorough analysis to uncover potential investment opportunities [1]

Overall Performance - As of December 30, 2025, there are 216 mixed public financial products with a duration of 6-12 months, with an average net value growth rate of 4.56% over the past year and an average maximum drawdown of 1.44% [5] - 14 products achieved a net value growth rate exceeding 10%, while over 60% of the products had growth rates between 1% and 5%, and 2 products had growth rates below 1% [5] - Four financial companies are represented in the rankings, with Ningyin Wealth Management and Hangyin Wealth Management each having 4 products listed, while Everbright Wealth Management and Xinyin Wealth Management each have 1 product listed [5] Product Analysis - The top product, Ningyin Wealth Management's "Ningyin Mixed Carbon Neutral Open-End Financial Product No. 1," achieved a net value growth rate of 48.91%, significantly outperforming peers, but also had the highest maximum drawdown and annual volatility at 12.82% and 16.74%, respectively [6] - Everbright Wealth Management's "Sunshine Orange Quantitative Multi-Strategy No. 1" had a net value growth rate of 11.58%, with a performance benchmark of 2.5%-4.5%, and is the largest product by asset size at 1.374 billion [6] - The top ten holdings of the Everbright product include government bonds, gold ETFs, money market funds, and passive index equity funds [6] - Schroder Jiaoyin Wealth Management's "Deheng Mixed Balanced Allocation 1-Year Holding Period Private Banking Exclusive Financial Product" and Agricultural Bank Wealth Management's "Agricultural Bank Tongxin ESG Theme 5th Phase RMB Financial Product" underperformed with net value growth rates of 0.94% and 0.97%, respectively [7] - Both underperforming products primarily invested in bonds, cash, and bank deposits, with low allocations to equity investments [7]

Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco offers expert investment views through its US Blog, encouraging individuals to sign up for updates [1] - The firm emphasizes the importance of reading the prospectus and considering investment objectives, risks, charges, and expenses before investing [1] - Invesco does not provide tax advice and highlights the complexity and variability of federal and state tax laws [1] Group 2 - The opinions expressed by Invesco's authors are based on current market conditions and may change without notice [1] - Invesco's investment advisory services are provided by affiliated investment advisers, and they do not sell securities [1] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc., and other broker-dealers [1]

Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco emphasizes the importance of understanding investment objectives, risks, charges, and expenses before making investment decisions [1] - The firm provides educational content but does not offer specific investment recommendations or tax advice [1] - Invesco's opinions are based on current market conditions and may change without notice, indicating a dynamic approach to investment strategies [1] Group 2 - Invesco Distributors, Inc. serves as the US distributor for Invesco Ltd.'s retail products and collective trust funds [1] - The company operates through various affiliated investment advisers that provide advisory services without selling securities [1] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc. and other broker-dealers, highlighting the firm's extensive distribution network [1]

Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1: Company Overview - Invesco aims to help people get more out of life through its investment services [1] - The firm provides a range of investment products and advisory services [1] Group 2: Services and Offerings - Invesco offers educational resources and expert investment views through its US Blog [1] - The company emphasizes the importance of understanding investment objectives, risks, charges, and expenses before investing [1] Group 3: Legal and Tax Considerations - Invesco advises investors to consult legal or tax professionals for personalized information due to the complexity of tax laws [1] - The tax information provided by Invesco is general and not exhaustive [1]

Inc., which was part of the initial list of mandated advisers, pulled out over fees, the people said, asking not to be identified while discussing private matters. SBI Funds later replaced Citi with Jefferies Financial Group. Shareholders selling in the IPO — the state-run Capital Co., Low fees reflect a pattern seen in past government-linked deals. When Live EventsState Bank, SBI Funds Management and Citigroup didn’t respond to requests for comment. Amundi and JPMorgan declined to comment. Deliberations ...

Core Insights - The 2025 financial market has reached a historic turning point, with significant changes in interest rates and investment strategies among the youth [2][3] - The trend of "diversified allocation" is emerging as young investors shift from passive saving to active financial planning [7][9] Group 1: Financial Market Trends - In 2025, the interest rate for demand deposits at major state-owned banks dropped to 0.05%, nearing a "zero interest rate" scenario, while the three-year fixed deposit rates remained between 1.5% and 1.75% [2] - The stock market and gold prices have been on the rise, leading to a more diverse range of multi-asset and multi-strategy products in the investment market [2] - By October 2025, the total scale of bank wealth management products reached a historical high of 33.18 trillion yuan, with a month-on-month increase of 1.05 trillion yuan [4] Group 2: Youth Investment Behavior - The youth demographic is increasingly abandoning the "lying flat" saving mentality, opting instead for a diversified strategy centered around "new three golds"—money market funds, bond funds, and gold funds [2][4] - As of April 2025, 937 million individuals from the post-90s and post-00s generations have begun to allocate their investments into standardized "new three gold" combinations [4] - The demand for long-term security among young people is evident, with a 62% year-on-year increase in the number of individuals aged around 30 participating in personal pension plans [5][6] Group 3: Regulatory and Product Developments - The personal pension product market has expanded significantly, with 1,256 products available, including savings, insurance, funds, and wealth management [5] - The regulatory framework is evolving, with the expansion of personal pension product trials nationwide, encouraging the issuance of long-term pension wealth management products [8][10] - By November 2025, the cumulative scale of pension wealth management products reached 110.2 billion yuan, with major institutions leading in market share [8] Group 4: Future Outlook for 2026 - In 2026, young investors are expected to seek diversified portfolios that balance liquidity, stability, and returns, with a focus on money market funds for short-term needs and bond funds for steady income [9][10] - Predictions indicate that technology-themed funds and gold investments will see significant growth, with potential annual returns exceeding 7.8% for certain funds [9][11] - The introduction of new categories of personal pension products, including government bonds, is anticipated to enhance the investment landscape for young individuals [11]