Core Insights - Cohen & Steers reported strong net inflows of $1.28 billion in Q4 and $1.5 billion for the full year 2025, with positive trends across all investment vehicles and improved advisory flows [2][7][8] Group 1: Financial Performance - The firm ended Q4 with $90.5 billion in assets under management (AUM), slightly down from Q3, but average AUM increased during the period [3] - Operating income rose 3% sequentially to $52.4 million in Q4, with full-year operating income increasing 6.3% to $195.1 million [4] - Revenue increased 2% sequentially to $143.8 million in Q4, with a full-year revenue rise of 6.9% to $554 million [5] - As-adjusted earnings for Q4 were $0.81 per share, matching the prior quarter, while full-year earnings rose to $3.09 per share from $2.93 [6] Group 2: Investment Flows and Pipeline - The firm experienced net inflows across various segments, including $30 million in sub-advisory, $689 million in advisory, and $13 million in open-end funds [1] - The unfunded pipeline ended the year at $1.72 billion across 20 mandates, with $660 million in new mandates awarded during the quarter [9][11] - The pipeline mix consists of 54% U.S. REIT strategies, 23% global listed infrastructure, and 16% global real estate, reflecting improved allocator activity [10] Group 3: Market Outlook and Strategy - The firm expects economic activity and market returns to broaden in 2026, with anticipated above-consensus global growth, inflation, and interest rates [16] - The company aims to focus on "harvesting ROI" from recent investments in strategies and talent, including scaling active ETFs and offshore SICAV vehicles [19] - The firm reported that 95% of AUM outperformed benchmarks over one year, with long-term outperformance rates above 95% for three, five, and ten years [13]

GREENWICH, Conn., Jan. 23, 2026 (GLOBE NEWSWIRE) -- Oxford Lane Capital Corp. (NasdaqGS: OXLC) (NasdaqGS: OXLCP) (NasdaqGS: OXLCL) (NasdaqGS: OXLCO) (NasdaqGS: OXLCZ) (NasdaqGS: OXLCN) (NasdaqGS: OXLCI) (NasdaqGS: OXLCG) announced today that it will hold a conference call to discuss its third fiscal quarter earnings on Friday, January 30, 2026 at 9:00 AM ET. The toll-free dial-in number is 1-800-715-9871, access code number 1490566. There will be a recorded replay of the call available for 30 days after the ...

Core Viewpoint - Prospect Capital Corporation has expanded access to its Perpetual Preferred Stock Series A5 and M5 offerings through the iCapital Marketplace, aiming to enhance investment opportunities for various financial professionals and their clients [1][2]. Group 1: Offering Details - The ongoing offerings of Prospect Capital Corporation's perpetual preferred stock have raised nearly $2 billion and feature a fixed dividend rate of 7.50% per annum, intended to be paid monthly [2]. - The preferred stock has a stated value of $25.00 per share and requires a minimum investment of $5,000, with no upfront or ongoing fees for investors [5]. Group 2: Strategic Importance - The collaboration with iCapital Marketplace is expected to benefit Prospect's private wealth offerings by providing seamless investment access and enhancing diversification for investors [3]. - The management and employees of Prospect Capital Management own approximately 29% of the common equity, aligning their interests with those of the investors [4]. Group 3: Company Background - Prospect Capital Management is an SEC-registered investment adviser with 38 years of experience in high-yielding debt and equity investments, managing approximately $7.3 billion in regulatory assets as of September 30, 2025 [7]. - Prospect Capital Corporation primarily invests in middle-market privately-held companies, focusing on generating current income and long-term capital appreciation [8].

Core Viewpoint - Cohen & Steers, Inc. reported its financial results for the fourth quarter and the full year ended December 31, 2025, highlighting its performance in the investment management sector [1]. Financial Results - The earnings release and accompanying presentation are available on the company's website, indicating transparency and accessibility for investors [1]. - A conference call is scheduled for January 23, 2026, at 10:00 a.m. (ET) to discuss these results, featuring key executives including the CEO and CFO [1]. Company Overview - Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, which includes various asset classes such as listed and private real estate, preferred securities, infrastructure, resource equities, and commodities [1]. - The firm was founded in 1986 and is headquartered in New York City, with additional offices in London, Dublin, Hong Kong, Tokyo, and Singapore, showcasing its global presence [1].

Core Viewpoint - Carlyle Credit Income Fund (CCIF) is set to release its financial results for Q1 2026 on February 25, 2026, followed by a conference call on February 26, 2026, to discuss these results [1][2]. Company Overview - Carlyle Credit Income Fund (NYSE: CCIF) is an externally managed closed-end fund that primarily invests in equity and junior debt tranches of collateralized loan obligations (CLOs) [3]. - The CLOs are backed by a portfolio mainly consisting of U.S. senior secured loans from a diverse range of underlying borrowers across various industry sectors [3]. - CCIF is managed by Carlyle Global Credit Investment Management L.L.C. (CGCIM), which is a wholly owned subsidiary of Carlyle and is registered with the SEC [3]. Carlyle Group Overview - Carlyle Group (NASDAQ: CG) is a global investment firm with expertise in deploying private capital across three main business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest [4]. - As of September 30, 2025, Carlyle has $474 billion in assets under management and employs over 2,400 people across 27 offices worldwide [4].

Core Viewpoint - Carlyle Credit Income Fund (CCIF) is set to release its financial results for the first quarter of 2026 on February 25, 2026, followed by a conference call on February 26, 2026, to discuss these results [1]. Company Overview - Carlyle Credit Income Fund (NYSE: CCIF) is an externally managed closed-end fund that primarily invests in equity and junior debt tranches of collateralized loan obligations (CLOs) [3]. - The CLOs are backed by a portfolio mainly consisting of U.S. senior secured loans from a diverse range of underlying borrowers across various industry sectors [3]. - CCIF is managed by Carlyle Global Credit Investment Management L.L.C. (CGCIM), which is a wholly owned subsidiary of Carlyle and is registered with the SEC [3]. Carlyle Group Overview - Carlyle (NASDAQ: CG) is a global investment firm that manages $474 billion in assets as of September 30, 2025, and operates across three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest [4]. - The firm employs over 2,400 people across 27 offices worldwide [4].

Core Insights - Lawrence Fuller has 30 years of experience managing portfolios for individual investors and founded Fuller Asset Management to achieve independence [1] - Fuller Asset Management manages the Focused Growth portfolio on Dub, a copy-trading platform approved by US securities regulators [1] - The Portfolio Architect group, led by Fuller, focuses on an all-weather investment strategy aimed at consistent risk-adjusted market returns [1] Company Overview - Fuller Asset Management (FAM) is a state-registered investment adviser [3] - The firm provides educational information and does not make offers for specific securities or investment strategies [3] - FAM emphasizes that past performance should not be relied upon without understanding market conditions and investment constraints [3] Investment Strategy - The Portfolio Architect offers portfolio construction guidance, an "All-Weather" model portfolio, and a dividend and options income portfolio [1] - Additional features include daily briefs on current events, a week-ahead newsletter, technical and fundamental reports, trade alerts, and 24/7 chat support [1]

Core Viewpoint - EQT has agreed to acquire Coller Capital, a secondaries investment firm with nearly $50 billion in assets under management, for $3.2 billion, enhancing EQT's capabilities in private equity and secondary markets [1][3]. Group 1: Acquisition Details - The acquisition values Coller Capital at $3.2 billion on a cash and debt-free basis, with payment made through the issuance of approximately 81 million EQT shares, representing about 7% of EQT's outstanding shares at a price of Skr 355 each [1]. - Coller Capital manages close to $50 billion in assets, including $33 billion classified as fee-generating [1][2]. Group 2: Company Background - Established in 1990 and headquartered in the UK, Coller Capital specializes in liquidity solutions within private equity and private credit secondary markets, employing 330 people across 11 global offices [2]. - The firm serves institutional investors, private wealth clients, and insurance entities [2]. Group 3: Strategic Integration - The integration aims to combine Coller Capital's secondary market expertise and data analytics with EQT's international investment platform, broadening capabilities across private equity, infrastructure, real estate, and secondary investments [3]. - EQT's CEO highlighted that entering the secondaries space with Coller is a significant step in EQT's strategic development [3]. Group 4: Growth Potential - The transaction is expected to unlock growth opportunities, with the potential to double Coller's business size in less than four years [4]. - Both firms plan to expand into new areas of the secondary market, particularly in Asia, where growth potential is identified [4]. Group 5: New Business Platform - EQT will establish a new Secondaries business platform named "Coller EQT," which will include four evergreen products from Coller Capital's portfolio with a net asset value of $4.1 billion [5]. - Jeremy Coller will lead this new division and join EQT's executive committee, operating alongside EQT's Private Capital and Real Assets divisions [5]. Group 6: Operational Structure - Investment decision processes at Coller EQT will remain separate from other EQT units [6]. - State Street, holding a minority stake in Coller Capital, will receive shares in EQT as part of the arrangement, and EQT will have rights to invest in 35% of carried interest from future closed-ended funds managed by Coller Capital [6].

For decades, the 60/40 portfolio has been one of investing’s most reliable rules of thumb: Put 60% of your money in stocks for growth, 40% in bonds for stability, rebalance occasionally and let time do the rest. But one of the world’s largest investment firms is suggesting it may be time to flip that script. Recent statements from Vanguard, amid widespread worries about a stock-market bubble thanks to the frothy AI industry, suggest that a 40/60 portfolio – more bonds, fewer stocks – could deliver similar ...

Core Insights - Lawrence Fuller has 30 years of experience managing portfolios for individual investors and founded Fuller Asset Management to achieve independence [1] - Fuller 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] - The Portfolio Architect, led by Fuller, focuses on an all-weather investment strategy aimed at delivering consistent risk-adjusted market returns [1] Company Overview - Fuller Asset Management (FAM) is a state-registered investment adviser [3] - FAM provides educational content and investment strategies but does not make specific offers for securities or investments [3] - The firm emphasizes that past performance is not indicative of future results and advises consultation with licensed financial professionals [3] Platform Features - Dub offers features such as portfolio construction guidance, access to an "All-Weather" model portfolio, and a dividend and options income portfolio [1] - Additional resources include daily briefs summarizing current events, a week-ahead newsletter, technical and fundamental reports, trade alerts, and 24/7 chat support [1]