Core Viewpoint - The cost of Venezuelan government borrowing has significantly decreased following the ousting of President Nicolás Maduro, with the yield on 10-year bonds dropping to its lowest level since March 2019, indicating a potential shift in the country's debt situation and investor sentiment [1][2]. Group 1: Market Reactions - The yield on benchmark 10-year bonds fell by 5.82 percentage points to 28.64%, the lowest since March 2019 [1]. - Investors are optimistic about the restructuring of Venezuela's $60 billion sovereign debt, with one hedge fund describing the situation as a "gold rush" [2]. - Bond prices have rallied since the return of Trump to the White House, reflecting hopes for regime change in Venezuela [3]. Group 2: Investor Sentiment - Portfolio manager Nicolas Jaquier noted that Maduro's removal without major military escalation is viewed positively by market participants [4]. - Analysts believe that the bond restructuring process can begin following Maduro's removal, with expectations of the US administration pushing for terms favorable to reopening the oil sector [5]. - Martin Bercetche from hedge fund Frontier Road highlighted an "asymmetric upside" to Venezuelan sovereign bonds, indicating potential profits outweigh risks [7]. Group 3: Financial Implications - Venezuela's debt crisis began in 2017 when it missed payments on international bonds, leading to significant financial challenges [6][7]. - The total estimated obligations, including those from PDVSA and court rulings, range from $150 billion to $170 billion, indicating a substantial debt burden [5]. - Hedge funds are seeing returns from Venezuelan debt, with one firm reporting a 31% return last year, driven by expectations of increased oil production capabilities [8].

French asset management company Amundi has unveiled a set of senior management appointments spanning its real assets and distribution activities. The asset manager said that all changes took effect on 1 January 2026. Under the changes, Alexandre Lefebvre has been appointed deputy head of the group’s real and alternative assets division. Pierre-Adrien Domon will take over as CEO of Sabadell Asset Management, while Michaël Martineau has been named CEO of Fund Channel. In addition, Claire Chabrier has be ...

ATLANTA, Jan. 5, 2026 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its fourth quarter 2025 results on Tuesday, January 27, 2026. The earnings release and presentation materials are scheduled to be released and posted to the Investor Relations section of the Company's website, invesco.com/corporate, at approximately 7 a.m. ET. A conference call to discuss Invesco's results will be held at 9 a.m. ET on that day; the live audio webcast and replay can be accessed through the same website under Events ...

Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of Blue Owl Capital Inc. regarding a class action lawsuit due to alleged misleading statements and undisclosed liquidity issues during a specified class period [1][2]. Group 1: Allegations - The complaint alleges that Blue Owl was under significant pressure on its asset base from redemptions by business development companies [1]. - It is claimed that the company faced undisclosed liquidity issues as a result of these pressures [1]. - The lawsuit suggests that Blue Owl may limit or halt redemptions of certain business development companies due to these liquidity concerns [1]. - Positive statements made by the defendants about the company's business and prospects were allegedly materially misleading and lacked a reasonable basis [1]. Group 2: Class Action Details - The class period for the lawsuit is defined as February 6, 2025, to November 16, 2025 [1]. - Shareholders are encouraged to register for the class action by February 2, 2026, to potentially be appointed as lead plaintiffs [2]. - Once registered, shareholders will receive updates through a portfolio monitoring software regarding the case's status [2]. Group 3: Law Firm Background - The Gross Law Firm is recognized nationally for its commitment to protecting investors' rights against deceit and fraud [3]. - The firm aims to ensure companies adhere to responsible business practices and seeks recovery for investors who suffered losses due to misleading statements [3].

Core Insights - The article emphasizes the importance of ensuring cash flow during retirement, highlighting that 64% of Americans worry more about running out of money than dying [2][8] - It suggests investing in passive income and growth through exchange-traded funds (ETFs) as a strategy to alleviate financial concerns in retirement [3][8] Investment Opportunities - The JPMorgan Nasdaq Equity Premium Equity Income ETF (NASDAQ: JEPQ) offers a yield of 11.52%, generating income through options and investments in U.S. large-cap growth stocks, providing a monthly income stream [4] - The ETF recently paid dividends of over 57 cents per share on January 5 and over 55 cents on December 3, with its share price increasing from around $42 in April 2025 to a recent high of $58.09, indicating strong performance [5] - The Vanguard International High Dividend Yield Fund ETF (NASDAQ: VYMI) has an expense ratio of 0.17% and provides exposure to international stocks with above-average dividend yields, including companies like Nestlé and Toyota [7]

Group 1 - The core viewpoint of the article highlights the performance of public fixed income + equity products from wealth management companies, with a focus on two standout products that have shown strong returns and low risk metrics [1][2][3][4] Group 2 - As of December 30, 2025, seven wealth management companies had products listed in the "fixed income + equity" category, with Hangyin Wealth Management, Huaxia Wealth Management, and Zhaoyin Wealth Management each having two products on the list [1] - Eight products achieved a weighted annualized return exceeding 5%, with Hangyin Wealth Management's two products taking the top two spots, both exceeding a 7% return [1] - The "Zhaorui Quantitative Stable Multi-Strategy 14-Month Holding Day Open 1" product has a 5.87% annualized return since inception and saw its share increase by 146% from 2.124 billion units to 5.214 billion units between June and September 2025 [2][3] - The asset allocation of the "Zhaorui" product shows over 80% in bond investments, with cash and bank deposits making up 9.7% of the portfolio [2] - The "Nongyin Craftsmanship·Linglong Fixed Income Enhanced No. 56 (Common Prosperity)" product has an annualized return of 4.98%, significantly outperforming its benchmark, with a smaller asset scale of 78.17 million yuan as of Q3 2025 [4] - The "Nongyin" product has a high proportion of non-standard assets at 40.16%, including trust loans and accounts receivable, and maintains a diversified equity investment strategy [4]

Core Insights - Schwab is recognized as a leading provider of exchange-traded funds (ETFs), offering passive exposure to various asset classes including equities and fixed income [1][2] ETF Offerings - Schwab's fund offerings are extensive, covering nearly every index, sector, trend, and asset class, making it a versatile choice for investors [2] - Three notable ETFs from Schwab include: - Schwab U.S. Broad Market ETF (SCHB) - Schwab U.S. Large-Cap ETF (SCHX) - Schwab U.S. Dividend Equity ETF (SCHD) [7] Schwab U.S. Broad Market ETF (SCHB) - SCHB tracks the total return of the Dow Jones U.S. Broad Stock Market Index, encompassing over 2,400 stocks across virtually all sectors, providing significant diversification [4][6] - The ETF features an ultra-low expense ratio of 0.03%, which is among the lowest in the market, maximizing cost efficiency for investors [5] - SCHB has a low turnover rate and offers a payout ratio of around 30%, resulting in a dividend yield of 1.1%, which is competitive compared to other index funds [6]

Core Insights - Dividend growers are considered some of the best long-term investments due to their ability to provide a lucrative and growing income stream alongside rising share prices, historically outperforming non-dividend payers and companies that do not increase dividends significantly [1] Company Summaries - **Brookfield Asset Management**: - A leading alternative investment manager with over $1 trillion in assets under management (AUM) and a current dividend yield of 3.3%, which is approximately three times the S&P 500's level [4] - The company has demonstrated strong dividend growth, increasing its payout by 19% in early 2024 and by another 15% the following year, with expectations of around 20% annual earnings growth over the next five years [5][6] - Brookfield is capitalizing on trends such as the shift towards alternative investments and AI infrastructure, supporting continued dividend growth of over 15% annually [6][8] - **MPLX**: - A master limited partnership (MLP) focused on energy midstream assets, currently yielding 8.1% [7] - MPLX has consistently raised its distribution by 10% or more for four consecutive years, with stable cash flow supported by long-term contracts and a conservative leverage ratio of 3.7 times [8] - The company generates enough cash to cover its payout comfortably by 1.3 times, providing flexibility for acquisitions and organic expansion projects [9] - **Prologis**: - Has delivered a compound annual dividend growth of 13% over the past five years, making it another strong candidate for dividend growth investment [8]

Core Insights - Brookfield Business Partners will host its Fourth Quarter 2025 Conference Call & Webcast on January 30, 2026, to discuss results and current business initiatives [2] - Results will be released on the same day prior to 8:00 a.m. (ET) and will be available on the company's website [2] - Brookfield Business Partners is a global business services and industrials company focused on owning and operating high-quality businesses that provide essential products and services [2][3] - Investors can invest in Brookfield Business Partners through either a limited partnership (NYSE: BBU; TSX: BBU.UN) or a corporation (NYSE, TSX: BBUC) [2] Company Overview - Brookfield Business Partners is the flagship listed vehicle of Brookfield Asset Management's Private Equity Group [3] - Brookfield Asset Management is a leading global alternative asset manager with over $1 trillion of assets under management [3]

Core Viewpoint - Invesco Ltd. is a publicly owned investment manager with a market cap of $12 billion, set to announce its fiscal Q4 earnings for 2025 soon [1] Financial Performance - Analysts expect Invesco to report a profit of $0.57 per share for the upcoming quarter, reflecting a 9.6% increase from $0.52 per share in the same quarter last year [2] - For the current fiscal year ending in December, a profit of $1.94 per share is anticipated, which is a 13.5% increase from $1.71 per share in fiscal 2024 [3] - Earnings per share (EPS) is projected to grow by 34% year-over-year to $2.60 in fiscal 2026 [3] Stock Performance - Invesco's shares have increased by 52.6% over the past 52 weeks, significantly outperforming the S&P 500 Index's return of 16.9% and the State Street Financial Select Sector SPDR ETF's increase of 13.9% during the same period [4] Recent Developments - On December 9, Invesco's shares rose by 2.8% following the announcement of a $500 million buyback of preference shares at an 18% premium, indicating management's confidence in the company's financial strength [5] - A new partnership with LGT Capital Partners aims to enhance U.S. investors' access to private markets, further boosting sentiment [5] Analyst Sentiment - Wall Street analysts maintain a "Moderate Buy" rating for Invesco, with four out of 14 analysts recommending "Strong Buy" and ten suggesting "Hold" [6] - The mean price target for Invesco is set at $27.69, indicating a potential upside of 2.8% from current levels [6]