Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Core Viewpoint - The investment landscape is shifting towards bonds, money markets, and precious metals, with gold being highlighted as a crucial asset for portfolio diversification and protection against economic uncertainties [1][10][11]. Investment Trends - Gold prices have surged approximately 40% year-to-date, with December futures settling at a record $3,686.40 per ounce [2]. - Global gold-backed exchange-traded funds (ETFs) saw inflows of $5.5 billion in August, contributing to a year-to-date total of $47 billion, marking the second strongest inflow on record [12]. Economic Factors - The move away from the U.S. dollar as a global reserve currency, particularly after the confiscation of Russian reserves, has increased the appeal of gold [3]. - Rising U.S. debt levels and concerns regarding the Federal Reserve's independence are also driving interest in gold as a strategic reserve asset [3][6]. Central Bank Activity - Central banks have been purchasing gold at unprecedented levels, acquiring over 1,000 metric tons annually for the past three years, compared to an average of 400 to 500 metric tons in the previous decade [13]. - This trend is attributed to the need for diversification of reserves and hedging against geopolitical and currency risks [13][14]. Market Sentiment - Investor confidence in gold is reportedly strengthening, with a shift in perception from gold as merely an insurance asset to a strategic monetary anchor [11]. - Despite recent price increases, experts believe there is still potential for further gains in gold prices due to persistent inflation and geopolitical tensions [15][16]. Portfolio Recommendations - Financial advisors typically recommend allocating 5% to 10% of investment portfolios to gold, a strategy that remains relevant despite gold's price rise [6]. - UBS suggests a more conservative allocation of less than 5% to gold, emphasizing the opportunity cost of holding non-yielding assets [7].

Core Insights - Oxford Lane Capital Corp. announced a net asset value (NAV) estimate for its common stock ranging from $20.02 to $20.22 as of September 8, 2025, following a 1-for-5 reverse stock split effective September 5, 2025 [1] - The NAV estimate is preliminary and unaudited, and may differ materially from the final NAV for the quarter ending September 30, 2025 [1][2] - The fair value of the company's portfolio investments may be significantly affected by market volatility and other unknown factors after September 8, 2025 [1] Company Overview - Oxford Lane Capital Corp. is a publicly-traded registered closed-end management investment company that primarily invests in debt and equity tranches of collateralized loan obligation (CLO) vehicles [3] - The company may also invest in warehouse facilities, which are financing structures used to aggregate loans for CLO formation [3]

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Group 1 - The Annual General Meeting of Shareholders for Patria Investments Limited is being conducted primarily on a virtual online platform to provide convenient access to all shareholders [3] - Olímpio Matarazzo Neto serves as the Chairman of the Board of Directors and is accompanied by the Chief Finance Officer and the VP of Shareholder Relations [2] - A quorum has been established for the meeting, allowing it to proceed with the transaction of business [4]

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Core Insights - Infrastructure Capital Advisors is a prominent provider of investment management solutions aimed at income-focused investors [1] - Jay Hatfield serves as CEO and CIO, leading the investment team and managing multiple ETFs [1] - The company is frequently featured in major financial media outlets, enhancing its visibility and credibility [1] Company Overview - Infrastructure Capital manages a range of investment products including the InfraCap Small Cap Income ETF, InfraCap Equity Income Fund ETF, and others [1] - The firm publishes various market reports, commentaries, and educational resources to support investors [1] - Infrastructure Capital engages in educational initiatives through monthly webinars and participation in industry conferences [1]

Core Insights - AllianceBernstein L.P. and AllianceBernstein Holding L.P. reported a preliminary increase in assets under management (AUM) to $844 billion in August 2025, up from $830 billion at the end of July, representing a 2% increase driven by firmwide net inflows and market appreciation [1] Summary by Category Assets Under Management - AUM increased to $844 billion in August 2025 from $830 billion in July 2025, reflecting a 2% growth [1] - Net inflows from Institutions and Private Wealth were partially offset by Retail net outflows [1] Breakdown of AUM - Total Equity AUM reached $351 billion, up from $348 billion in July 2025 - Actively Managed Equity: $276 billion (up from $274 billion) - Passive Equity: $75 billion (up from $74 billion) [1] - Total Fixed Income AUM increased to $307 billion from $299 billion - Taxable Fixed Income: $214 billion (up from $208 billion) - Tax-Exempt Fixed Income: $83 billion (up from $81 billion) [1] - Alternatives/Multi-Asset Solutions AUM rose to $186 billion from $183 billion [1] Ownership Structure - As of June 30, 2025, AllianceBernstein Holding owned approximately 37.5% of AllianceBernstein, while Equitable Holdings, Inc. held an approximate 68.6% economic interest in AllianceBernstein [5]

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Three co-founders with experience across investment management for ultra-high-net-worth clients, alternative asset management and private banking have launched a New York-based registered investment advisor focused on high-level financial executives. Nathan Romano, Jonathan Bergman, and Charles Friedberg are launching Collaborative Capital after careers overseeing more than $50 billion in alterna ...

Core Viewpoint - State Street Investment Management has launched the State Street Short Duration IG Public & Private Credit ETF (PRSD), aiming to provide a blend of risk-adjusted returns and current income through short-term investment-grade debt [1]. Group 1: Fund Overview - PRSD is an actively managed ETF with a net expense ratio of 59 basis points [1]. - The fund primarily invests in short-term investment-grade debt, including both public and private credit instruments [1]. - The average duration targeted by PRSD is one to three years, focusing on a short-duration bond strategy [2]. Group 2: Private Credit Allocation - Approximately 10%-35% of PRSD's portfolio will consist of private credit instruments, sourced by Apollo Global Securities [3]. - The inclusion of private credit is intended to diversify the portfolio, offer new returns, and provide access to a less accessible market [3]. Group 3: Market Context and Demand - The launch of PRSD follows the earlier introduction of PRIV, the SPDR SSGA IG Public & Private Credit ETF, indicating a growing demand for such investment vehicles [4]. - State Street currently manages over 170 funds in the U.S., with significant assets under management in its largest ETF, the Technology Select Sector SPDR Fund (XLK), which has over $84 billion [4].