Neuberger Berman was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization. From offices in 39 cities across 26 countries, Neuberger Berman manages a range of equity, fixed income, private equity and hedge fun ...

Core Viewpoint - Guardian Capital LP announced the final valuation of the GuardBondsTM 2025 Investment Grade Bond Fund, which has been voluntarily delisted and terminated as of November 28, 2025, with a final net asset value (NAV) per unit of $20.8419 [1]. Group 1: Fund Details - The ETF units of the GuardBondsTM 2025 Investment Grade Bond Fund were delisted from Cboe Canada Inc. at the request of the Manager, effective November 27, 2025 [1]. - The final NAV per unit breakdown is as follows: Income per unit is $0.0581, Capital Gains per unit is $0.0000, and Capital per unit is $20.7838 [1]. - Remaining unitholders will receive the final NAV per unit on a pro rata basis, with no further action required from them [1]. Group 2: Company Background - Guardian Capital LP is the manager and portfolio manager of Guardian Capital Funds and ETFs, managing a diverse range of asset classes and portfolios for institutional clients [3]. - Guardian Capital Group Limited, founded in 1962, has a total client asset value of C$166.6 billion and manages a proprietary investment portfolio valued at C$1.3 billion as of September 30, 2025 [4]. - The company emphasizes its core values of authenticity, integrity, stability, and trustworthiness, which have contributed to its success over six decades [4].

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 constitute a recommendation for any specific investment strategy [1] - Invesco advises investors to consult their own legal or tax professionals for personalized tax information due to the complexity and variability of tax laws [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 offer 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 Points - Foresight Group Holdings Limited has announced the payment of an initial AU$19,555,230 in earn-out consideration related to the acquisition of Infrastructure Capital in 2022, with 50% paid in cash and 50% through shares [2] - The share component of the earn-out consideration involves the transfer of 775,679 ordinary shares, representing approximately 74% of the total shares to be transferred, with the remaining shares to be transferred in the coming days [2] - The maximum total earn-out consideration from the acquisition could reach AU$30 million, with further announcements expected if additional amounts become due [2] Financial Details - The value of the Consideration Shares is AU$9,777,615 (approximately £4.8 million) based on a fixed share price of around 464.27p [3] - The share element of the earn-out consideration is subject to performance-based targets and will be forfeited until 30 June 2028, with lock-up provisions preventing disposal or transfer of shares before this date [3] Share Structure - Following the Treasury Share Transfer and recent share buybacks, the total number of ordinary shares in the company will be 116,347,803, with 1,062,802 shares held in treasury, resulting in total voting rights of 115,285,001 [4]

Core Viewpoint - Canary Capital Group LLC has announced that its assets under management (AUM) in the Canary XRP ETF exceed the combined AUM of all other U.S.-listed spot XRP ETFs, highlighting its market leadership in this segment [1]. Group 1: Company Overview - Canary Capital Group LLC is a digital asset-focused investment firm [1]. - The Canary XRP ETF (Nasdaq: XRPC) has achieved over $336 million in AUM since its launch [1]. Group 2: Market Position - The Canary XRP ETF is the largest spot XRP ETF in the United States as of November 26, 2025 [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 making investment decisions [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] 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, including Invesco Distributors, Inc. [1]

Gen Z may be known for blowing money on the latest Taylor Swift concerts or luxury trips, but behind the youth’s passion for fancy expenditures is a responsible financial habit: investing for retirement. In fact, the younger generation may be more prepared to retire than their older cohorts. Nearly half of Gen Z workers (aged 24-28) are projected to maintain their current standard of living in retirement, slightly ahead of the 40% projected for baby boomers (aged 61-65) approaching retirement, according t ...

Core Viewpoint - Neuberger Berman Real Estate Securities Income Fund Inc. has declared a distribution of $0.0312 per share, payable on December 31, 2025, with a record and ex-date of December 15, 2025 [1]. Distribution Details - The Fund anticipates regular monthly distributions of $0.0312 per share, subject to market conditions, but there is no guarantee of maintaining this amount [2]. - Future distributions may include net investment income, net realized capital gains, and return of capital, with compliance to Section 19 of the Investment Company Act of 1940 for any distribution not solely consisting of net investment income [3]. Company Overview - Neuberger Berman is an employee-owned, independent investment manager founded in 1939, managing $558 billion across various asset classes for global institutions, advisors, and individuals [4]. - The firm emphasizes active management, fundamental research, and engaged ownership, and has been recognized as the 1 Best Place to Work in Money Management for eleven consecutive years [4].

Company Overview - Franklin Resources, Inc. is a global investment management company headquartered in San Mateo, CA, primarily generating revenues from investment management services for retail mutual funds, institutional, and high-net-worth investors worldwide [11]. Investment Ratings - Franklin Resources (BEN) holds a Zacks Rank of 3 (Hold) and has a VGM Score of B, indicating a solid position in the market [12]. - The company has a Value Style Score of A, supported by attractive valuation metrics, including a forward P/E ratio of 8.98, which is appealing to value investors [12]. Earnings Estimates - In the last 60 days, four analysts have revised their earnings estimates higher for fiscal 2026, with the Zacks Consensus Estimate increasing by $0.07 to $2.51 per share [12]. - Franklin Resources has demonstrated an average earnings surprise of +7.7%, indicating a positive trend in earnings performance [12]. Investment Consideration - With a strong Zacks Rank and high Value and VGM Style Scores, Franklin Resources is recommended for investors looking for potential opportunities in the market [13].

Core Insights - BlackRock, Inc. is a leading global investment manager with a market capitalization of $161.37 billion, managing trillions in assets and offering a wide range of services [2][5] Financial Performance - In Q3 of fiscal 2025, BlackRock reported a revenue increase of 25% year-over-year to $6.51 billion, driven by 8% organic base-fee growth and positive market impacts [5] - Assets under management (AUM) reached $13.46 trillion, reflecting a 17% annual increase [5] - Adjusted EPS grew modestly by 1% year-over-year to $11.55 [5] Stock Performance - BlackRock's stock reached a 52-week high of $1,219.94 on October 15 but has since declined by 14.7%, underperforming compared to the iShares U.S. Financials ETF [3][4] - Over the past 52 weeks, the stock has gained only 1.3%, while the iShares U.S. Financials ETF gained 5.3% [4] - The stock has traded below its 50-day moving average since late October, indicating a bearish trend [4] Strategic Focus - The company is expanding into real estate, artificial intelligence research, and selective crypto assets, while emphasizing long-term financial strategies and innovation [2] ETF Performance - The iShares Bitcoin Trust ETF has faced pressure due to a weak month for Bitcoin, marking its worst month ever as investors shift to more stable assets like gold [6]