Core Viewpoint - Avantis International Equity ETF (AVDE) has experienced a 43% increase over the past year while also significantly growing its dividend payouts, raising questions about the sustainability of its distribution yield of 2.19% [1]. Group 1: Income Generation - AVDE is a passively managed fund that invests in international companies across Europe, Asia-Pacific, and North America, relying solely on dividends from its holdings for income [1]. - The fund has $13.1 billion in net assets, a low expense ratio of 0.23%, and a portfolio turnover rate of just 3%, indicating a buy-and-hold investment strategy [1]. Group 2: Distribution History - AVDE's annual payouts have consistently increased since its inception, growing from $0.93 in 2020 to $2.02 in 2024, more than doubling in four years [1]. - The June 2025 payment of $1.2479 per share marked a 6.5% increase compared to the same period in 2024, continuing the upward trend in distributions [1]. Group 3: Portfolio Risks - The fund's income is heavily dependent on the performance of European financial institutions and global energy companies, with significant holdings in banks like HSBC, Barclays, BBVA, and Santander [1]. - A favorable yield curve environment, indicated by a 10Y-2Y spread of 0.60%, supports the net interest margins of these banks, which is a positive sign for income sustainability [1]. - The fund's geographic diversification across multiple countries mitigates single-country risk, while its low turnover suggests a conservative approach to yield generation [1]. Group 4: Total Return Context - AVDE's price has increased by 10.9% year-to-date in 2026, attributed to a weaker dollar, recovering European equity valuations, and strong performance from its financial sector holdings [1]. - Over the past year, the fund's total return, combining income and capital appreciation, has been substantial, highlighting that the 2.19% yield does not fully capture its overall contribution to a portfolio [1]. Group 5: Verdict - The sustainability of AVDE's distribution appears strong, supported by six years of consistent and mostly growing payouts, a diversified portfolio, and a favorable macroeconomic environment for its key sectors [1].

Infortar organized a webinar for investors today at 12:00 (EET) in Estonian and at 13:00 (EET) in English to introduce the fourth quarter 2025 results. The webinar was attended by Managing Director of Infortar Martti Talgre and Investor Relations Manager Kadri Laanvee. Webinar is available at followings links: - Estonian webinar- English webinar The webinar presentation is enclosed and also available at Infortar investor web https://infortar.ee/en/reports. Infortar operates in seven countries, the company's ...

Group 1: Market Overview - The market rotation in early 2026 indicates significant investor concern regarding the potential disruption of entire industries by AI chatbots [1] - Large Language Models (LLMs) are increasingly integrated into daily workflows, prompting inquiries into their stock-picking capabilities [2] Group 2: Stock Picks by ChatGPT - **MP Materials (MP)**: The company is positioned as a rare earth monopoly, receiving a $400 million investment from the U.S. Department of Defense to secure long-term magnet production and reduce reliance on China's supply chain [4][5] - **Nvidia (NVDA)**: The focus is on sovereign AI, with countries like Saudi Arabia and Japan investing heavily in AI infrastructure using Nvidia's GPUs. The upcoming earnings report is highly anticipated by the market [6][7] - **Constellation Energy (CEG)**: The company signed a 380-megawatt agreement to power Texas data centers, highlighting the essential role of electricity in supporting AI operations [8]

At Energy Profits in Dividends, we seek to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing our risk of principal loss. By subscribing, you will get access to our best ideas earlier than they are released to the general public (and many of them are not released at all) as well as far more in-depth research than we make available to everybody. In addition, all subscribers can read any of my work without a subscription to Seeking Alpha Premium!Power Hedge has been cove ...

At Energy Profits in Dividends, we seek to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing our risk of principal loss. By subscribing, you will get access to our best ideas earlier than they are released to the general public (and many of them are not released at all) as well as far more in-depth research than we make available to everybody. In addition, all subscribers can read any of my work without a subscription to Seeking Alpha Premium!Power Hedge has been cove ...

The purpose of this article is to evaluate the iShares Global Energy ETF ( IXC ) as an investment option at its current market price. This is a passively managed sector fundI have rebranded to embrace my working-class and public school roots. This is a testament for how successful investing can be life changing.I have worked in Financial Services since 2008. My undergrad was in New York, where I earned a Bachelors in Finance as a scholarship Division 1 athlete (Men's Tennis). After working in NY for three y ...

S&P/ASX 200 closed lower on Tuesday (February 24, 2026) as Australian shares struggled for momentum, with losses in heavyweight banks offsetting gains in miners. Investors remained cautious ahead of key domestic data and sought clarity on the latest tariff salvo.The S&P/ASX 200 closed down just 3.70 points to 9,022.30. According to the ASX website, over the last five days, the index has gained 0.71% and is currently 1.05% off of its 52-week high. The bottom-performing stocks in this index were ARB CORPORAT ...

Investment Rating - The report indicates a cautious but positive outlook for the UK office market, with a focus on Grade A space and a potential increase in investment activity in 2026 [5][11]. Core Insights - The UK office market showed resilience in 2025, with a total take-up of 5 million sq ft, slightly below 2024 levels but in line with the five-year average [6]. - Demand for Grade A office space remains strong, accounting for 61% of total take-up, driven by the Financial and Professional Services sector [6]. - The overall vacancy rate reached 14.1% in Q4 2025, with Grade A vacancy slightly increasing to 3.4%, indicating a competitive market for premium space [6]. - Investment volumes in the UK regional cities totaled £916 million in 2025, down 38% from the ten-year average, but the second half of the year saw increased activity [12]. - Prime rents across the UK regional cities rose by 3% annually, with the average now at £41 per sq ft, reflecting strong demand for quality office space [6][12]. Summary by Sections Leasing Overview - Total take-up for 2025 was 5,021,202 sq ft, which is a 5% decrease compared to the five-year average [4]. - Active demand at year-end was 3.9 million sq ft, with Financial and Professional Services leading at 43% [6]. - The development pipeline remains constrained, with only 1.7 million sq ft under construction [6]. Investment Overview - Investment volumes reached £916 million in 2025, which is 28% below 2024 levels [12]. - The second half of 2025 accounted for 60% of total investment activity, indicating a shift in buyer and seller pricing expectations [11]. - Prime office yields remained stable, ranging from 6.50% to 10.00% across various cities, highlighting the relative value outside London [12]. Leading Markets - **Aberdeen**: Total take-up was 294,709 sq ft, with Grade A vacancy at 1.7% [21]. - **Birmingham**: Annual take-up reached 651,507 sq ft, with a strong demand for Grade A space [27]. - **Bristol**: Total take-up was 604,119 sq ft, with a notable increase in demand for fitted space [33]. - **Cardiff**: Annual take-up was 289,808 sq ft, with a tightening supply of Grade A space [39]. - **Edinburgh**: Total take-up was 371,659 sq ft, with Grade A vacancy at 7.0% [45]. - **Glasgow**: Total take-up reached 471,753 sq ft, with a strong demand for prime offices [52]. - **Leeds**: Annual take-up was 632,790 sq ft, with a focus on high-quality workspace [59]. - **Manchester**: Total take-up was 1,059,264 sq ft, with a significant flight to quality [65]. - **Newcastle**: Total take-up was 458,893 sq ft, with a strong demand for modern, amenity-rich spaces [72]. - **Sheffield**: Total take-up was 192,399 sq ft, with a focus on refurbishment projects [76].

而新一代AI技术的突破打破了原有格局，实现了对传统AI交易的颠覆。此前的AI交易多停留在被动分 析、辅助决策层面，依赖人工设定规则，而新一代AI Agent已进化为能自主研究、生成策略、编写代码 并执行交易的智能体，形成完整交易闭环，无需人工干预即可完成全流程操作，彻底改变了原有AI交 易的被动属性。这种颠覆直接推动投资逻辑转变，资金从高波动科技股流出，转向盈利稳定的防御性标 的，间接助力能源、必选消费和美债领涨。 值得注意的是，AI交易的颠覆并非一蹴而就，市场仍处于转型过渡期。部分机构仍沿用传统AI交易模 式，头部机构则加速布局新一代AI Agent，形成差异化竞争格局，同时这种颠覆也带来了新的风险—— 2026年以来，全球金融市场呈现鲜明分化格局，能源、必选消费板块及美国国债持续领跑市场，成为年 初以来最稳健的盈利主线；与此同时，曾主导华尔街交易生态的"AI交易"正经历深刻变革，被新一代AI 技术自身颠覆，叠加关税政策扰动、美伊局势缓和等因素，市场资产定价逻辑正在重新重构，各方观点 呈现多元博弈态势。 能源、必选消费和美债的领涨态势清晰且具备明确支撑逻辑，并非简单的风格轮动。能源板块受益于双 重利好，一方 ...

Welcome back to opening bell. Getting you ready for the trading day here on Wall Street. We're live on the corner of Wall and Broad.People are coming in sort of, you know, we have a travel ban in New York City, so it's pretty tough to get in here and some folks are not showing up. Uh, but we're trading underway in a few minutes. Dale Smothers, president and CEO RDS Wealth Management is with us and wanted to get your thoughts on the market action this week, particularly with the questions about the tariff un ...