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 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] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc. and other broker-dealers, including Invesco Distributors, Inc. [1]

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] - Invesco's opinions are based on current market conditions and may differ from those of other investment professionals within the firm [1]

India’s Motilal has applied to the Securities and Exchange Board of India to raise as much as 30 billion rupees ($336 million) for its maiden private credit fund https://t.co/EHajEMbFcm ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Warren Buffett has long warned investors about the risks of Bitcoin, calling it "rat poison" in 2018 and saying his firm would "never" invest in cryptocurrencies. However, not all of his followers share his view on crypto. Mark Casey, a portfolio manager at Capital Group, takes guidance from Warren Buffett's principles for his investing decisions, he said on a16z Capital Management's "In The Vault" podcast l ...

Core Points - Brookfield Corporation has completed the issuance of Class A Preference Shares, Series 54, amounting to C$250,000,000 [1][2] - A total of 10,000,000 shares were issued at a price of C$25.00 per share, with a cumulative quarterly fixed dividend yielding 5.65% annually until December 31, 2030 [2] - The net proceeds from the Offering will be used to redeem all outstanding Cumulative Class A Preference Shares, Series 44, at a redemption price of C$25.00 per share [3] Company Overview - Brookfield Corporation is a leading global investment firm focused on building long-term wealth for institutions and individuals, with three core businesses: Alternative Asset Management, Wealth Solutions, and Operating Businesses [4] - The company has a track record of delivering over 15% annualized returns to shareholders for over 30 years, supported by extensive operational experience and a conservatively managed balance sheet [5] - Brookfield Corporation is publicly traded on both the New York Stock Exchange and the Toronto Stock Exchange [5]

Core Viewpoint - The introduction of dual share classes for mutual funds and ETFs is set to enhance access to retirement plans, with F/m Investments leading the way in filing for these classes [2][3]. Group 1: Dual Share Classes - F/m Investments has filed for the first mutual-fund share classes of ETFs, aiming to bridge access to retirement plans [2]. - The SEC has approved an exemption for Dimensional Fund Advisors, allowing asset managers to file for dual share classes of all their funds [3]. - The dual share class structure allows fund boards to decide which strategies should have either an ETF or mutual fund share class, facilitating product offerings [3]. Group 2: Advantages for 401(k) Plans - The mutual fund share class allows existing ETF strategies to be ported to mutual funds, preserving performance history, which is crucial for 401(k) plan fiduciaries [4]. - This structure enables funds to be added to 401(k) menus, as fiduciaries typically require three- or five-year track records for investment options [4]. Group 3: Initial Offerings and Future Plans - F/m plans to initially offer two mutual fund share classes of existing ETFs and one ETF share class of a current mutual fund, focusing on its US Treasury 3 Month Bill ETF and Ultrashort Treasury Inflation-Protected Security ETF [5]. - The company has over $18 billion in assets under management and is expanding its product offerings beyond dual share classes [5][6]. Group 4: Broader Product Development - F/m launched a series of passive fixed-income funds aimed at tax efficiency regarding dividends [6]. - The company has filed for a line of investment-grade corporate bond ETFs with maturities from six months to 30 years and is preparing an "opportunistic income" ETF [6].

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, indicating a dynamic approach to investment management [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, highlighting the firm's extensive distribution network [1]

Core Insights - The article emphasizes the importance of dividend investing in quality blue-chip stocks, Business Development Companies (BDCs), and Real Estate Investment Trusts (REITs) as a strategy for retirement income [1]. Group 1: Investment Strategy - The company focuses on a buy-and-hold investment strategy, prioritizing quality over quantity in its portfolio [1]. - The goal is to help lower and middle-class workers build investment portfolios that consist of high-quality, dividend-paying companies [1]. Group 2: Personal Investment Philosophy - The company aims to achieve financial independence through dividend income within the next 5-7 years [1]. - There is a commitment to providing a new perspective for investors to reach their financial goals [1].

Market Overview - On November 25th, stocks unexpectedly rose despite unfavorable conditions such as a Treasury settlement day, increased overnight funding rates, and a drop in Bitcoin [1][4] - The S&P 500 initially fell by nearly 80 basis points at the open but reversed to finish higher, indicating a mechanical force in the market that overcame tight liquidity conditions [1][4] Volatility Insights - Implied volatility was sold ahead of the holiday trading session, which is a common occurrence due to time decay and reduced trading days [2] - The CBOE VIX decomposition tool indicated that the drop in VIX from November 24 to 25 was primarily driven by mechanical factors rather than fundamentals, with Sticky Strike and Parallel Shift being the largest contributors [6][8] Stock Performance - Meta's stock gained nearly 4% on the day, contributing positively to the index, despite a widening of its credit default swaps (CDS) [11] - NVIDIA's stock fell more than 2% during the session, trading as low as 6% at one point, but this did not prevent the overall market from rising [4] Liquidity and Rates - The overnight repo rate rose to 4.04% from 3.97%, suggesting that the Secured Overnight Financing Rate (SOFR) is likely to increase above 4% in the following days [24] - Significant liquidity pressures are anticipated on the following Friday and Monday, with nearly $130 billion in Treasuries due to settle [24] Company-Specific Developments - SoftBank's stock fell by 10%, erasing all gains made since early September, indicating the end of a previous gamma squeeze [26]

Joining me now, Andrew Cizarowski, co-head of mortgage and securitized investments at Morgan Stanley Investment Management. Andrew, thanks so much for joining us. >> Thanks for having me.>> Let's start by talking about your expectations for the Fed because the market keeps taking changing its mind about what the Fed is going to do next month. There's been a lot of noise and a lot of data gaps. Do you think we'll get another rate cut next month.Yeah, I think we're we're you know, having that data black hole ...