Core Insights - Brookfield Business Partners will host its Fourth Quarter 2025 Conference Call & Webcast on January 30, 2026, to discuss results and current business initiatives [2] - Results will be released on the same day prior to 8:00 a.m. (ET) and will be available on the company's website [2] - Brookfield Business Partners is a global business services and industrials company focused on owning and operating high-quality businesses that provide essential products and services [2][3] - Investors can invest in Brookfield Business Partners through either a limited partnership (NYSE: BBU; TSX: BBU.UN) or a corporation (NYSE, TSX: BBUC) [2] Company Overview - Brookfield Business Partners is the flagship listed vehicle of Brookfield Asset Management's Private Equity Group [3] - Brookfield Asset Management is a leading global alternative asset manager with over $1 trillion of assets under management [3]

Valued at a market cap of $12 billion, Invesco Ltd. (IVZ) is a publicly owned investment manager based in Atlanta, Georgia. It provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It is scheduled to announce its fiscal Q4 earnings for 2025 in the near future. Before this event, analysts expect this asset management ...

榜单数据说明：统计对象为理财公司发行的成立满1年的投资周期在1—2年（含）的公募固收+权益产品，同系列同投资周期产 品保留一只，加权平均收益率计算方式为"5%近1月年化收益率+10%近3月年化收益率+15%近6月年化收益率+30%近1年年化收 益率+40%成立以来年化收益率"，排名依据为加权年化收益率，数据计算截止时间为2025年12月30日。榜单排名由理财通AI全 自动化实时排名，如您对数据有疑问，请在文末联系助理进一步核实。 从上榜产品来看，截至12月30日，在理财公司长盈产品榜单（1—2年"固收+权益"公募产品）中，有7家理财公司产品上榜，其 中杭银理财、华夏理财和招银理财上榜2只产品，其余理财公司各上榜1只产品。 旗团 21世纪经济报道 理财公司长盈产品榜里 "固收+权益"公募产 | 10 केव | 产品名称 | 管理人 | 加权年 化收益 | FAVAS 来年化 | 成立以来 最大回撤 | 成立以来 卡玛比率 | | --- | --- | --- | --- | --- | --- | --- | | | | | M | 收益率 | | | | | 幸福99落 : E 收多资产540 | 标银理 ...

Market Reaction to Venezuela Developments - The market response to the political developments in Venezuela has been notably restrained, indicating modest hedging rather than a flight-to-safety [3][19] - Investors are assessing whether the situation in Venezuela will lead to a systemic impact on markets or if it will be a temporary shock [2][19] Oil Market Analysis - The current oil market structure is more critical than spot prices; as long as Brent crude remains around $60 and the forward curve is in contango, there is ample supply and limited concern about disruptions from Venezuela [4][8] - A shift to backwardation would signal a real supply issue, but this is not currently happening, suggesting that the market does not view the Venezuelan situation as a threat to global energy supply [5][7] Volatility and Risk Pricing - The Volatility Index (VIX) currently stands at 14.5, indicating low market stress and complacency despite geopolitical tensions [9][10] - Real yields in the U.S. remain elevated, reflecting the country's heavy debt burden, and inflation expectations are stable, suggesting no significant change in the economic outlook [11][12] Precious Metals Performance - Gold prices have increased over 2% to $4,419 per ounce, benefiting from the geopolitical developments in Venezuela, with expectations for further appreciation [2][14] - Silver prices have also risen over 3% to $75.2733 per ounce, indicating a knee-jerk reaction to geopolitical risks [14] Long-term Political Implications - The situation in Venezuela may influence political behavior in other regions, particularly concerning Taiwan, although immediate military action is not anticipated [15][18] - The developments in Venezuela are viewed as a tactical shock rather than a regime shift, with investors focusing on potential geopolitical risk premiums rather than structural changes in the market [19]

ESG may be the most controversial acronym in finance, but don’t tell that to ETF investors. Environmental, social and governance exchange-traded funds reached a new milestone, with global assets climbing to $799 billion through the end of November, according to ETFGI data. The category pulled in $5.7 billion in November alone, bringing year-to-date inflows to almost $49 billion, a 25% increase over the prior year. But it also comes at a pivotal time, as asset managers continue to downplay ESG labels and c ...

Core Insights - Asia's equity capital markets are projected to have a strong performance in 2026, continuing the momentum from 2025, which saw significant growth in share sales across the region [1][2] Group 1: Market Performance - In 2025, share listings, placements, and block trades in Asia Pacific raised $262.7 billion, marking the highest total in four years [2] - For the first time, four of the world's five busiest deal venues were located in Asia, driven by a rebound in Hong Kong and record IPOs in India [2] Group 2: Upcoming IPOs - Major IPOs expected in 2026 include Baidu Inc., Zepto Ltd., ChangXin Memory Technologies Inc., and Coca-Cola's India bottling unit [3] - Hong Kong listings of Chinese firms already traded in mainland China are anticipated to continue contributing to the IPO pipeline [3] Group 3: Regional Highlights - Hong Kong listings may raise up to $45 billion in 2026, potentially the largest amount in six years, while Indian IPOs are expected to achieve a third consecutive annual record [4] - Jio Platforms Ltd. is preparing for what could be India's largest-ever IPO, while A.S. Watson Group is considering a listing that could raise over $2 billion [8] Group 4: Notable Companies and Their Plans - Syngenta Group is in preliminary talks for a potential listing in 2026 after previously withdrawing a $9 billion plan [8] - Baidu's AI chip unit has confidentially filed for a Hong Kong IPO, valued at a minimum of $3 billion [8] - Other companies like Luxshare Precision Industry Co. and Muyuan Foods Co. are also pursuing significant IPOs in Hong Kong [8] Group 5: Indian Market Developments - PhonePe Ltd. has filed for an IPO that could raise up to $1.5 billion, valuing the fintech firm at approximately $15 billion [13] - Flipkart is exploring an IPO after moving its holding company to India, while Zepto aims to raise about $500 million through its IPO [13] Group 6: International Listings - SK Hynix Inc. is considering a potential New York listing to align its valuation with global peers [13] - Shein Group Ltd. has confidentially filed for a Hong Kong IPO, pending approval from Beijing [13]

Core Viewpoint - Larson Financial Group has increased its position in the JPMorgan Active Bond ETF (JBND) by purchasing 167,756 shares, reflecting a strategic shift towards income generation and active bond selection in a volatile market environment [2][3][11]. Fund Purchase Details - Larson Financial Group disclosed the purchase of 167,756 shares of JBND in its quarterly report, raising its total holdings to 547,165 shares valued at $29.63 million as of September 30 [3][7]. - The purchase resulted in an estimated position increase of $9.30 million [2][7]. Fund Performance Metrics - As of the latest report, JBND represents 1.0% of the fund's assets under management (AUM), which totals $4.26 billion [4][5]. - The current price of JBND shares is $54.00, reflecting a 3% increase over the past year, while the S&P 500 has gained 17% in the same period [4]. Investment Strategy - JBND aims to outperform the Bloomberg U.S. Aggregate Bond Index over a 3–5 year market cycle through active bond selection and portfolio management, with a policy to invest at least 80% of its assets in bonds [9][10]. - The fund is characterized as an actively managed ETF with an annualized dividend yield of approximately 4% [10][12]. Portfolio Composition - The fund's portfolio includes over 1,300 investment-grade holdings with an average duration of just over six years, focusing on Treasuries and agency mortgage-backed securities for stability while incorporating corporate exposure for additional income [12][13]. - JBND is positioned to serve institutional and income-oriented investors, emphasizing broad diversification and active risk management [10][12].

Core Insights - A significant number of elderly investors are not taking required minimum distributions (RMDs), leading to potential tax penalties [1][8] - The IRS mandates RMDs starting at age 70.5, with penalties for non-compliance ranging from 10% to 25% of the RMD amount [2][8] Summary by Sections RMD Compliance - In 2024, 585,000 Vanguard clients with individual retirement accounts (IRAs) failed to take RMDs, representing 6.7% of RMD-age clients [3] - Among those who did not take RMDs, the average amount was $11,600, resulting in potential penalties between $1,160 and $2,900 [3] Withdrawal Patterns - 24% of clients withdrew amounts below the RMD threshold, while 69% met or exceeded the RMD level [4] - Investors with smaller account balances are more likely to miss RMD deadlines, with 56.8% of those under $5,000 failing to meet requirements [4] Penalty Insights - Average penalties for clients with account balances of at least $1 million were reported at $8,792 [5] - A concerning trend is that 55% of those who missed RMDs in one year are likely to miss them again the following year [6] Recommendations - Vanguard suggests automating distributions and consolidating retirement accounts to help investors comply with RMD rules [7][8]

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Blue Owl Capital Inc. due to allegations of violations of federal securities laws, particularly concerning misleading statements and undisclosed liquidity issues [4][6]. Group 1: Allegations Against Blue Owl - The complaint alleges that Blue Owl and its executives made false and misleading statements regarding the company's asset base and liquidity issues, which were not disclosed to investors [6]. - Specific allegations include that Blue Owl was under pressure from Business Development Company (BDC) redemptions, leading to undisclosed liquidity issues and potential limitations on redemptions [6]. - The company's positive statements about its business operations were deemed materially misleading due to these undisclosed issues [6]. Group 2: Impact on Investors - On November 16, 2025, it was reported that Blue Owl blocked redemptions in one of its private credit funds, which could result in significant losses for investors [7]. - Following the announcement of a merger with Blue Owl Capital Corporation, investors in Blue Owl Capital Corporation II will lose the ability to redeem cash at the fund's Net Asset Value (NAV), with shares trading approximately 20% below NAV [8]. - The stock price of Blue Owl fell by $0.85, or 5.8%, closing at $13.77 per share on November 17, 2025, indicating a direct financial impact on investors [8]. Group 3: Legal Proceedings - Investors who purchased Blue Owl securities between February 6, 2025, and November 16, 2025, are encouraged to discuss their legal rights and options, with a deadline of February 2, 2026, to seek the role of lead plaintiff in the class action [4][9]. - The lead plaintiff is defined as the investor with the largest financial interest in the relief sought, who will oversee the litigation on behalf of the class [9]. - Faruqi & Faruqi is also seeking information from whistleblowers, former employees, and shareholders regarding Blue Owl's conduct [10].