Investment Management
Search documents
X @Bloomberg
Bloomberg· 2025-11-24 05:10
Trading in eight Chinese exchange-traded funds — widely used by the so-called national team of state-linked investors — surged to nearly 29 billion yuan ($4.1 billion) on Friday https://t.co/WvShCdZZY4 ...
Invesco Core Bond Fund Q3 2025 Commentary
Seeking Alpha· 2025-11-23 18:19
Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco offers a range of investment products and services aimed at helping clients achieve their financial goals [1] - The firm emphasizes the importance of understanding investment objectives, risks, charges, and expenses before making investment decisions [1] - Invesco provides educational content and expert investment views through its US Blog [1] Group 2 - The firm does not provide tax advice and encourages investors to consult their own legal or tax professionals for personalized information [1] - Invesco's opinions are based on current market conditions and may change without notice, reflecting the dynamic nature of the investment landscape [1] - The company operates various entities, including Invesco Distributors, Inc. and Invesco Advisers, Inc., which provide different investment advisory services [1]
Ares Capital Vs. Blue Owl Capital: Which 10%+ Yield Is The Better Buy For Income Investors?
Seeking Alpha· 2025-11-22 14:03
Group 1 - The bond market is experiencing a decline in distribution yields as yields are returning to lower levels [1] - PropNotes focuses on identifying high-yield investment opportunities for individual investors, simplifying complex concepts and providing actionable insights [1] - The analysis produced by PropNotes aims to assist investors in making informed decisions backed by expert research [1] Group 2 - The article does not provide specific company or industry insights, focusing instead on general investment strategies and market conditions [2][3]
Buy These 4 ETFs if You Want to be Rich in 2026, According to John Liang
Yahoo Finance· 2025-11-22 04:24
Finance guru and popular YouTuber John Liang is frequently found offering easily digestible wisdom on financial matters on various social media platforms. It might not get more bite-size than his latest video, though, in which he predicts the best ETFs to quickly grow funds in 2026. Trending Now: How To Start Investing With Less Than $1,000 Read Next: 6 Subtly Genius Moves All Wealthy People Make With Their Money Having reached financial independence in his 30s, Liang recently took to YouTube to share the ...
Franklin Templeton Canada Announces ETF Cash Distributions and Estimated Annual Reinvested Distributions - Franklin Resources (NYSE:BEN)
Benzinga· 2025-11-21 21:05
Core Insights - Franklin Templeton Canada announced cash distributions for certain ETFs and mutual fund series, with payments scheduled for December 8, 2025, for unitholders of record as of November 28, 2025 [1][2] Cash Distributions - The following ETFs will provide cash distributions per unit, all payable monthly: - Franklin Brandywine Global Income Optimiser Fund – ETF Series: $0.074210 [2] - Franklin ClearBridge Global Infrastructure Income Fund – ETF Series: $0.036925 [2] - Franklin Canadian Government Bond Fund – ETF Series: $0.049997 [2] - Franklin Canadian Ultra Short Term Bond Fund – ETF Series: $0.056045 [2] - Franklin Canadian Corporate Bond Fund – ETF Series: $0.056014 [2] - Franklin Canadian Core Plus Bond Fund – ETF Series: $0.044003 [2] - Franklin Global Core Bond Fund – ETF Series: $0.046897 [2] - Franklin Canadian Short Term Bond Fund – ETF Series: $0.048440 [2] - Franklin Canadian Low Volatility High Dividend Index ETF: $0.757439 [2] - Franklin U.S. Low Volatility High Dividend Index ETF: $0.048319 [2] Estimated Annual Reinvested Distributions - Unitholders of record on December 30, 2025, will receive estimated annual reinvested distributions payable on January 8, 2026, with final amounts to be announced on December 19, 2025 [3][4] - Notable estimated annual reinvested distributions include: - Franklin U.S. Core Equity Fund – ETF Series: $1.041355 [4] - Franklin International Core Equity Fund – ETF Series: $0.694137 [4] - Franklin Global Growth Fund – ETF Series: $0.599321 [4] Tax Implications - Annual reinvested distributions will be reported as taxable distributions, increasing each unitholder's adjusted cost base of their units [5] - Actual taxable amounts for cash and reinvested distributions for 2025 will be reported to brokers in early 2026 [6] Company Overview - Franklin Templeton is a global investment management organization with over 75 years of experience and $1.69 trillion in assets under management as of October 31, 2025 [8] - The company offers a diverse range of ETFs, including active, smart beta, and passive options across multiple asset classes and geographies [7]
Calamos Launches Next Autocallable ETF With Nasdaq-100 Focus
Etftrends· 2025-11-21 20:01
Core Insights - The Calamos Nasdaq Autocallable Income ETF (CAIQ) was launched on November 20, 2025, to provide investors with stable, higher, and predictable income amidst traditional yield challenges and equity market volatility [1][6]. Group 1: Product Overview - CAIQ aims to deliver high monthly income and potential long-term principal appreciation through a portfolio of autocallable yield notes linked to the performance of a stable-volatility Nasdaq-100-based index [2][6]. - The fund utilizes the MerQube Nasdaq-100 Vol Advantage Autocallable Index, which is designed for autocallable strategies, targeting an implied volatility of 35% and managing downside risk with defined barriers [3][4]. Group 2: Income Generation and Risk Management - CAIQ's autocallable notes provide regular income as long as the MerQube index does not fall below a predetermined barrier level of -30%, allowing for consistent yield even during flat or modestly declining market conditions [4][5]. - The fund employs a diversified approach with over 52 autocallables, creating a laddered structure that aims to smooth income generation and reduce timing risk [5][10]. Group 3: Market Position and Strategy - The launch of CAIQ builds on the success of the Calamos Autocallable Income ETF (CAIE), which has attracted significant inflows and generated substantial monthly yield since its launch on June 25, 2025 [6][7]. - CAIQ is positioned as a tax-efficient investment option, designed to provide distributions with favorable tax treatment compared to ordinary income [10].
Thoughts From The Muni Desk
Seeking Alpha· 2025-11-21 11:15
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 investing [1] - The firm provides educational information but does not offer tax advice, highlighting the complexity and variability of federal and state tax laws [1] - Opinions expressed by Invesco's authors are based on current market conditions and may change without notice, indicating a dynamic investment environment [1] Group 2 - Invesco Distributors, Inc. serves as the US distributor for Invesco Ltd.'s retail products and collective trust funds [1] - Invesco Advisers, Inc. and other affiliated investment advisers provide investment advisory services without selling securities [1] - The PowerShares® brand is a registered trademark of Invesco PowerShares Capital Management LLC, indicating a diversified product offering [1]
XAI Octagon Floating Rate & Alternative Income Trust Will Host its Q3 2025 Quarterly Webinar on December 2, 2025
Globenewswire· 2025-11-20 21:30
CHICAGO, Nov. 20, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) (the “Trust”) today announced that it plans to host the Trust’s Quarterly Webinar on December 2, 2025, at 12:00 pm (Eastern Time). Kevin Davis, Managing Director at XA Investments (“XAI”) will moderate the Q&A style webinar with Kimberly Flynn, President at XAI, and Lauren Law, Senior Portfolio Manager at Octagon Credit Investors. TO JOIN VIA WEB: Please go to the Knowledge Bank section of xainvestme ...
Invesco Small Cap Value Fund Q3 2025 Performance Review
Seeking Alpha· 2025-11-20 15:19
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 information 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, reflecting a dynamic investment environment [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, indicating a broad distribution network [1]
Invesco Small Cap Value Fund Q3 2025 Portfolio Positioning
Seeking Alpha· 2025-11-20 15:14
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 information 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, differing from other investment professionals within the firm [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 [1]