Core Viewpoint - Highland Global Allocation Fund has declared monthly distributions of $0.085 per share for the first quarter of 2026, reflecting an annual distribution rate of 8.5% based on the average net asset value for the last five trading days of 2025 [1][2]. Distribution Details - The distribution schedule includes: - Ex-Date: January 23, 2026; Record Date: January 23, 2026; Payable Date: January 30, 2026 - Ex-Date: February 20, 2026; Record Date: February 20, 2026; Payable Date: February 27, 2026 - Ex-Date: March 24, 2026; Record Date: March 24, 2026; Payable Date: March 31, 2026 [2]. Level Distribution Policy - The Fund operates under a Level Distribution Policy approved in March 2019, allowing for monthly distributions at a fixed rate that resets annually based on the average NAV per share [2]. - The Distribution Amount for Q1 2026 was recalibrated based on the latest NAV calculations [2]. Shareholder Options - Shareholders can choose to reinvest distributions in additional shares through the Dividend Reinvestment Plan or opt for cash distributions by contacting their financial adviser or brokerage [4]. Potential Changes to Distribution - The Board of Trustees retains the right to amend the Level Distribution Policy, Distribution Amount, or distribution intervals at any time without prior notice [5]. - The Fund may also pay out less than the total net investment income earned in a period to maintain stable distributions [6]. Return of Capital - Distributions may include a return of capital, which does not necessarily reflect the Fund's investment performance and can affect total assets and expense ratios [7]. Fund Overview - Highland Global Allocation Fund (HGLB) is a closed-end fund managed by NexPoint Asset Management, L.P., focusing on global asset allocation strategies [10][11].

GRAND CAYMAN, Cayman Islands, Jan. 02, 2026 (GLOBE NEWSWIRE) -- Patria Investments Limited (“Patria”) (NASDAQ: PAX), a global alternative asset manager, confirmed today the completion of its previously announced acquisition of a 51% stake in Solis Investimentos, a leading Brazilian investment manager specializing in the structuring and management of CLOs. Pro-forma as of 3Q25, the addition of Solis’ approximate US$ 3.5 bn of Fee-Earning AUM (“FEAUM”) will increase Patria’s total Credit FEAUM by over 40% to ...

®® BOSTON--(BUSINESS WIRE)--MFS Investment Management (MFS) announced today monthly distributions of the following closed-end funds, all with declaration dates of January 2, 2026, ex-dividend dates of January 20, 2026, record dates of January 20, 2026, and payable dates of January 30, 2026: | Fund (ticker) | Income/ | Other Sources/ | Total Amount/ | | --- | --- | --- | --- | | | Share | Share* | Share | | MFS® Charter Income Trust | $0.0000 | $0.044840 | $0.044840 | | (NYSE: MCR)^ | | | | | MFS® Government ...

Group 1 - Long-maturity Treasuries started 2026 on a defensive note after experiencing the largest annual gain in five years, with investors focusing on potential Federal Reserve interest-rate cuts to stimulate inflation [1] - The yield on the 30-year bond increased by about two basis points to 4.87%, marking the highest level since September, while shorter-maturity yields remained stable or decreased [2] - The upward pressure on yields is attributed to a concerning long-term fiscal outlook and signs of resilience in the US economy, as indicated by strong data and rising stock prices [3] Group 2 - Market volatility is expected to increase as investors assess the direction of monetary policy, with historically high valuations for US stocks providing a compelling reason to hold bonds as a hedge [4] - There has been significant demand for interest-rate derivatives that offer protection against the Fed's target range falling to 0%, while swap contracts predict a lower bound closer to 3% by year-end [5] - Despite the resilience of the US economy and inflation exceeding the Fed's 2% target, which complicates the case for further rate cuts, the market returned over 6% last year as measured by the Bloomberg US Treasury index [6] Group 3 - Other global bond markets weakened, with those closed on Wednesday catching up with declines in Treasuries, and January is typically a busy month for new corporate bond issuance, competing for investor cash [7]

If you want to invest in the alternative asset management industry, I think that The RMR Group Inc. ( RMR ) is an interesting value stock to buy. The company is currently undervalued because itI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, and qualita ...

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Group 1 - Lawrence Fuller has 30 years of experience managing portfolios for individual investors, starting at Merrill Lynch in 1993 and later founding Fuller Asset Management for independence [1] - Fuller Asset Management manages the Focused Growth portfolio on Dub, a copy-trading platform approved by US securities regulators, allowing retail investors to automatically copy chosen managers' portfolios and trades [1] - The Portfolio Architect, led by Fuller, focuses on an economic and market outlook that supports an all-weather investment strategy aimed at achieving consistent risk-adjusted market returns [1] Group 2 - The services offered by Fuller Asset Management include portfolio construction guidance, access to an "All-Weather" model portfolio, a dividend and options income portfolio, daily briefs on current events, a week-ahead newsletter, technical and fundamental reports, trade alerts, and 24/7 chat support [1]

NEW YORK, Jan. 2, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Blue Owl Capital Inc. ("Blue Owl Capital Inc." or the "Company") (NYSE: OWL) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Blue Owl Capital Inc. investors who were adversely affected by alleged securities fraud between February 6, 2025 and November 16, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra- ...

Core Insights - The article emphasizes the importance of tax-exempt municipal bonds (munis) in investment portfolios, particularly for investors seeking capital appreciation or current income, especially those nearing retirement [1]. Group 1: Tax-Exempt ETF Overview - The T. Rowe Price Intermediate Municipal Income ETF (TAXE) offers an active management approach with a low fee of 24 basis points, launched in 2024, focusing on a range of credit qualities in intermediate maturity debt securities [2]. - The active strategy evaluates issuers based on metrics such as prices and yields, including considerations for junk bonds, resulting in a year-to-date return of 5.8% as of November 30, with a yield to maturity of 3.9% and a 30-day SEC Standardized Yield of 3.16% [3]. Group 2: Portfolio Integration - TAXE can serve as a strong fixed income addition to portfolios, helping to reduce overall tax exposure, with potential compounding benefits as portfolios reinvest savings from taxes [4]. - Active bond ETFs like TAXE possess structural advantages over passive funds, allowing for more flexibility in adapting to market changes, such as replacing bonds when necessary, and focusing on credit quality and yield [5]. Group 3: Future Outlook - As investors approach 2026, there will be a variety of ETFs available, with tax-exempt strategies like TAXE providing the necessary flexibility and adaptability for diverse investment portfolios [6].

In a statement, the regulator said the PFRDA board has cleared a framework to permit banks to set up and sponsor pension funds for managing NPS assets, with the objective of strengthening the overall Banks seeking to sponsor pension funds will be required to meet “clearly defined” eligibility criteria based on parameters such as net worth, market capitalisation and prudential soundness, aligned with norms prescribed by the According to PFRDA, this will ensure that only well-capitalised and systemically rob ...