Core Insights - The private equity securities asset management scale in China is expected to exceed 70 trillion yuan by 2025, driven by steady market growth and strategic innovation [1] - The 20th Private Fund Development Forum will be held on January 8, 2026, focusing on AI-enabled investment paradigms and opportunities in the equity market [1] Group 1: Industry Trends - The private equity industry has shown robust vitality over the past year, with the number of billion-yuan private equity firms steadily increasing and significant growth in product registrations [2] - The public quantitative investment sector is experiencing three major trends: rapid growth of quantitative scale compared to active management, the potential of "quantitative fixed income+" to attract funds from the 10 trillion yuan wealth management market, and the combination of active and quantitative strategies [2] Group 2: Investment Opportunities - In 2026, both stocks and gold are expected to continue rising, supported by a moderately loose monetary policy and a potential bull market in A-shares [2] - The CTA strategy is gaining attention as a stabilizing asset in portfolios due to its low correlation with traditional assets, with expectations for good performance in 2026 [3] - The current global environment of interest rate cuts and high volatility in commodity markets makes CTA investments a favorable diversification tool [3] Group 3: Gold as a Safe Asset - Gold is viewed as a safe asset that can provide value preservation and appreciation, especially in the context of rising inflation and de-globalization trends [3]

Core Insights - The market has experienced significant price movements among various companies, indicating a mix of company-specific developments and broader market trends [1] Company-Specific Developments - John Hancock ESG Large Cap Core Fund Class A (JHJAX) saw a dramatic price drop to $12.56, reflecting a -42.01% change, potentially due to shifts in investor sentiment towards ESG investments [2][8] - Immuneering Corporation (IMRX) experienced a stock price decline to $4.92, a -40.94% change, likely influenced by market reactions to updates from its Phase 2a trial of atebimetinib for pancreatic cancer [3][8] - MSP Recovery, Inc. (MSPR) had its price decrease to $0.05, translating to a -38.29% change, with a notable increase in short interest indicating growing bearish sentiment among investors [4][8] - CorMedix Inc. (CRMD) saw a decrease to $7.43, a -33.47% change, possibly due to challenges related to its lead product candidate and recent leadership changes [5] - Locafy Limited (LCFYW) experienced a price drop to $3, a -31.03% change, which may be linked to updates on its technology platform and market positioning [6] Market Trends and Investor Sentiment - The significant trading volumes for these companies suggest active investor engagement, likely in response to recent announcements or broader market conditions [3][4][5][6] - Understanding the underlying causes of these price changes is crucial for investors, as they reflect the dynamic nature of the stock market influenced by clinical trial results, financial performance, and strategic shifts [7]

Core Viewpoint - The Gross Law Firm is notifying 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][3]. Group 1: Allegations - The complaint alleges that Blue Owl faced significant pressure on its asset base from redemptions by business development companies [3]. - It is claimed that the company was experiencing undisclosed liquidity issues as a result of these pressures [3]. - The lawsuit suggests that Blue Owl may need to limit or halt redemptions of certain business development companies, which contradicts previous positive statements made by the company regarding its business and prospects [3]. Group 2: Class Action Details - The class period for the lawsuit is defined as February 6, 2025, to November 16, 2025 [3]. - Shareholders are encouraged to register for the class action by February 2, 2026, to be eligible for potential recovery [4]. - Once registered, shareholders will receive updates through a portfolio monitoring software throughout the case lifecycle [4]. Group 3: Law Firm Information - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting investors' rights against deceit and fraud [5]. - The firm aims to ensure companies adhere to responsible business practices and seeks recovery for investors who suffered losses due to misleading statements [5].

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Retirement plan sponsors are expressing a significant interest in adding private markets exposure to DC plans, according to the 2025 “Cerulli Edge—U.S. Retirement Edition” report from Cerulli Associates. Based on its survey data, Cerulli estimates that within a decade, up to one-fifth of DC plans will have such exposure, either through target date funds or managed accounts incorporating private a ...

HONG KONG, Jan. 8, 2026 /PRNewswire/ -- Aurelion Inc. (NASDAQ: AURE) ("Aurelion") today announced that it has entered into an at-the-market ("ATM") equity offering sales agreement (the "ATM Sales Agreement"), under which Aurelion may, from time to time, offer and sell shares of its Class A Ordinary Shares (the "Class A Ordinary Shares") having an aggregate offering price of up to $500,000,000 (the "ATM Shares"), through or to any of the sales agents named therein. Sales of ATM Shares, if any, will be made ...

Current Deputy CIO R.J. Gallo to succeed CIO Robert Ostrowski, who will retire in May Municipal Bond Group Co-head Ann Ferentino to become sole head of group PITTSBURGH, Jan. 8, 2026 /PRNewswire/ -- Federated Hermes, Inc. (NYSE: FHI), a global leader in active investing, today announced that R.J. Gallo, CFA, senior vice president and deputy chief investment officer (CIO) for global fixed income and co-head of the Municipal Bond Group, will become CIO for global fixed income, succeeding Robert Ostrowski, CFA ...

Blackstone (BX) shares are in focus this morning after President Donald Trump said he plans on barring institutional investors from buying residential properties. In his latest post on Truth Social, the U.S. president said he expects such a ban to tame prices that have spiralled out of control in recent years. More News from Barchart At the time of writing, Blackstone stock is already down some 18% versus its 52-week high. www.barchart.com Why Trump’s Post Is Super Negative for Blackstone Stock Trum ...

With that, bonds remain the ideal ballast to shore up a portfolio. While rate cuts are to be expected, interest rates are still relatively high compared to previous years. Tilting more heavily towards bonds offers more portfolio protection. Additionally, it offers the potential for returns that mimic the traditional 60-40 allocation—sans the additional risk that equities carry. "Bonds remain attractive in the high-interest-rate environment,†Aliaga-Diaz added. "Our models project that, over the next decade, ...

BlackRock Inc. (NYSE:BLK) U.S. head of equity ETFs Jay Jacobs on Wednesday said that despite billions in inflows, crypto ETFs remain in their early days as financial advisors only recently gained platform access.Financial Advisors Just Getting Access To Crypto ETFsJacobs told CNBC’s “ETF Edge” that many investors are still starting their educational journey on what Bitcoin (CRYPTO: BTC) is and how it fits in a portfolio. The bigger shift is unfolding among financial advisors who previously lacked access to ...

BOSTON--(BUSINESS WIRE)--State Street Corporation (NYSE: STT) today announced it has been appointed as the service provider for Columbia Threadneedle Investments's ("Columbia Threadneedle†) newly launched UCITS actively-managed ETFs. The initial products launched are the CT QR Series US Equity Active UCITS ETFand the CT QR Series European Equity Active UCITS ETF. These will be followed by Emerging Markets and Global products in the coming months. "State Street's global leadership with ETFs and our robust ...