Core Insights - Emerging markets debt, particularly the Neuberger Berman Emerging Markets Debt Hard Currency ETF (NEMD), is expected to perform well in 2026 following a strong showing in 2025, where it increased by 16.36% year-to-date as of December 8, 2025 [2][3] Group 1: Performance Drivers - The impressive performance of NEMD in 2025 was attributed to strong fundamentals across emerging markets, credible central bank policies, and resilient growth despite geopolitical volatility and macroeconomic challenges [4][6] - The ETF's portfolio includes significant allocations to bonds from commodities-exporting countries, which are currently favored by investors [6][7] Group 2: Future Outlook - The economic and financial fundamentals in emerging markets are broadly sound, with expectations of supportive monetary easing policies and a stable dollar, which could enhance performance in 2026 [7] - There is an anticipation of continued regionalization supporting emerging market economies, alongside favorable commodity prices benefiting exporters [7]

Core Insights - J.P. Morgan Asset Management's "Retirement by the Numbers" report emphasizes the need for improved plan design and participant support to enhance retirement security [1][2] Group 1: Participant Behavior and Financial Health - 48% of plan participants carry credit card debt, which increases the likelihood of taking loans from retirement plans and is associated with lower contribution rates and smaller account balances, reducing retirement readiness by up to 40% for older participants [1] - The average retiree spending declines by more than 30% between ages 60 and 85, with 60% of new retirees experiencing annual spending changes of 20% or more [2] Group 2: Plan Design and Contribution Strategies - Increasing contributions by just one percent starting at age 25 can help fund nine years of average Medicare-related expenses [2] - Nearly 70% of defined contribution participants are invested in target date funds, highlighting the importance of investment design and the glide path in achieving retirement success [3] Group 3: Importance of Personalized Solutions - The findings indicate that average income replacement needs vary widely based on pre-retirement salaries and Social Security benefits, underscoring the need for flexible, personalized retirement solutions [3] - Thoughtful plan features are essential to support long-term outcomes, as investment design alone cannot compensate for low savings rates [4]

Company Overview - Franklin Resources, Inc. (BEN) is an investment management firm based in San Mateo, California, with a market cap of $12.3 billion, providing a diversified range of investment products across equities, fixed income, multi-asset, alternatives, and ETFs [1] - BEN is classified as a "large-cap stock," highlighting its size, influence, and dominance in the asset management industry, with a focus on active management and global distribution [2] Financial Performance - BEN's operating revenue increased by 6% year-over-year to $2.3 billion, and its adjusted EPS rose by 13.6% to $0.67, exceeding consensus estimates by 17.5% [5] - Despite the revenue and EPS growth, the adjusted operating margin fell by 30 basis points, and both ending and average Assets Under Management (AUM) declined compared to the previous year [5] Stock Performance - Shares of BEN have decreased by 9.4% from its 52-week high of $26.08, and have declined 3% over the past three months, underperforming the S&P 500 Index's 3% rise [3] - Over the past 52 weeks, BEN has gained 7.5%, lagging behind the S&P 500's 12.7% increase, but on a year-to-date basis, shares are up 16.4%, slightly outperforming the S&P 500's 15.9% return [4] - BEN has been trading above its 200-day moving average since early May and above its 50-day moving average since early December, indicating a bullish trend [4] Competitive Position - BEN has outperformed its rival, BlackRock, Inc. (BLK), which gained 1.3% over the past 52 weeks and 5.2% year-to-date [6] - Analysts remain cautious about BEN's prospects, with a consensus rating of "Hold" from 12 analysts and a mean price target of $24.36, suggesting a 2.8% premium to its current price levels [6]

Group 1 - State Street Corporation has been appointed as the service provider for Dimensional Fund Advisors' newly launched actively-managed UCITS ETFs [1] - The initial funds listed are the Global Core Equity UCITS ETF and the Targeted Value UCITS ETF [1] - These funds are domiciled in Ireland, regulated by the Central Bank of Ireland, and listed in London and Frankfurt [1] Group 2 - This launch expands Dimensional's active ETF suite following successful launches in Australia [1]

The fund will focus on the small and mid-market, granting investors access to top-tier GPs thNEW YORK, Dec. 16, 2025 /PRNewswire/ -- J.P. Morgan Asset Management's Private Equity Group ("PEG") today announced the closing of its 12 flagship fund, PEG Global Private Equity XII ("GPE XII"). GPE XII closed above its $1.25 billion target at $1.44 billion. "We are pleased to announce the close of PEG Global Private Equity XII, reflecting strong investor demand for our flagship small and mid-market strategy," sai ...

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: Law 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 [4]. - The firm has been recognized as one of the top securities litigation firms in the United States for seven consecutive years, according to ISS Securities Class Action Services [4].

Core Insights - Lawrence Fuller has 30 years of experience managing portfolios, starting at Merrill Lynch and later founding Fuller Asset Management, achieving his goal of independence [1] - Fuller Asset Management manages the Focused Growth portfolio on Dub, a copy-trading platform approved by US securities regulators, allowing retail investors to automatically copy chosen managers' trades [1] Company Overview - Fuller Asset Management (FAM) is a state-registered investment adviser led by Lawrence Fuller, who also manages the Focused Growth portfolio on Dubapp.com [3] - FAM offers educational content and investment strategies but does not make specific offers for securities or investments [3] Investment Strategy - The Portfolio Architect group, led by Fuller, focuses on an economic and market outlook that supports an all-weather investment strategy aimed at consistent risk-adjusted returns [1] - Features of the investment group include portfolio construction guidance, access to model portfolios, daily briefs, newsletters, technical and fundamental reports, trade alerts, and 24/7 chat support [1]

Investeringsforeningen Nordea Invest meddeler følgende hovedbegivenheder i 2026: 10. marts 2026Årsrapport for 2025 offentliggøres13. april 2026Ordinær generalforsamling afholdes27. august 2026Halvårsrapport for 1. halvår 2026 offentliggøres Med venlig hilsenNordea Fund Management, filial af Nordea Funds Oy, Finland Rasmus Eske BruunFilialbestyrer ...

Core Insights - Caliber has selected StoneX as an institutional platform for trading and custody to support its Digital Asset Treasury (DAT) Strategy, enhancing its capabilities in digital asset management [1][2] - Caliber aims to provide differentiated exposure to Chainlink's Token, LINK, through disciplined accumulation and long-term holding, reinforcing its position in both real asset investing and blockchain infrastructure [2][3] Company Overview - Caliber is a diversified real estate and digital asset management platform with over $2.7 billion in managed assets and a 16-year track record in private equity real estate investing [3] - In 2025, Caliber became the first U.S. public real estate platform to launch a Digital Asset Treasury strategy centered on Chainlink (LINK), allowing investors to participate through publicly traded equity and private real estate funds [3] Strategic Partnership - StoneX will provide Caliber with access to deep liquidity and institutional-grade custody, leveraging its infrastructure trusted by major financial institutions [1][2] - StoneX Digital, launched in June 2022, focuses on providing institutional clients with advanced digital asset trading tools and market access, aligning with the growing demand for regulated digital asset services [4][5]

It's joining us now, Jordan Jackson, JP Morgan Asset Management, global market strategist. Jordan, great to have you with us. How important, if at all, is this jobs report given we've already had a Fed meeting and we're already looking ahead to 2026.>> I think it matters, but it doesn't move the needle all that much. I think the reality is the markets expect these numbers to be uh a little bit um hazy, cloudy, right. Not not not clear uh data.Um and but I think it's going to continue to confirm the story th ...