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Invesco Launches a CIT With Private Real Estate Exposure
Yahoo Finance· 2026-02-26 12:30
Core Insights - Invesco has launched the Invesco Core Plus Real Estate Trust, a collective investment trust aimed at providing private real estate exposure for defined contribution plans, combining core plus private real estate with passive U.S. REITs for daily liquidity [2][3] - The launch aligns with a broader industry trend to expand private-market options in retirement plans, supported by regulatory changes from the Trump administration to facilitate their inclusion [4] - A survey by Cerulli Associates indicates that 37% of DC plan sponsors are interested in private market investments, with projections suggesting that by 2035, up to 17% of sponsors will allocate to private markets through target-date funds or managed accounts [5] Industry Trends - Private market strategies are increasingly gaining traction among retirement plan sponsors, with Invesco's offering providing a scalable solution for integrating core plus real estate into DC plans [6] - Other asset managers are also responding to this demand; for instance, Goldman Sachs launched a private credit CIT, and State Street Global Advisors introduced target-date funds with private market exposure [6][7] - Empower has partnered with private investment fund managers to offer investments through collective investment trusts, while Blackstone has established a new group focused on retirement account funds [7]
Victory Capital Affirms Fully Financed, Clearly Superior Proposal to Acquire Janus Henderson
Businesswire· 2026-02-26 12:05
SAN ANTONIO--(BUSINESS WIRE)---- $VCTR--Victory Capital Proposed consideration of $57.04 Per Share Represents a 37% Premium to Janus Henderson's Unaffected Share Price as of Oct. 24, 2025. ...
One River to acquire team and IP from LGT Capital quant unit
Yahoo Finance· 2026-02-26 12:00
One River Asset Management has agreed to acquire the core personnel, intellectual property, and investment strategies from the Quantitative Investment Solutions (QIS) business unit of LGT Capital Partners, a Swiss alternative investment manager. The transaction is expected to be finalised by mid-2026, upon which the acquired business will become a fully owned subsidiary of One River and trade as One River Switzerland. continue as One River Switzerland under One River’s ownership. LGT Capital Partners m ...
Jupiter Fund Management H2 Earnings Call Highlights
Yahoo Finance· 2026-02-26 11:54
By capability, systematic strategies were described as a material driver, with continued demand for Global Equity Absolute Return (GEAR). Management stressed flows were not limited to GEAR, noting that much of the systematic range saw net inflows, including the long-only World Equity Fund, which tripled its AUM to more than £1 billion. Global equities also contributed positively, including demand for Global Leaders and Gold and Silver. Jupiter’s UK equity capability posted positive flows across both retail ...
Man Group H2 Earnings Call Highlights
Yahoo Finance· 2026-02-26 10:53
She pointed to strength in the firm’s numeric strategies, liquid credit, and its multi-strategy platform Man 1783. Grew said Man 1783 has delivered consistent performance since its 2020 launch by dynamically allocating across uncorrelated strategies, and later added that the product delivered 10.5% net annualized performance over the past three years.Trend-following strategies faced a difficult first half, continuing underwhelming performance that began in the second quarter of 2024, as “whipsawing” conditi ...
四川金控投资管理公司增资至14.98亿,增幅约50%
该公司成立于2019年2月,法定代表人为于永峰,经营范围包括自有资金投资的资产管理服务、以自有 资金从事投资活动、社会经济咨询服务、信息咨询服务等,由四川金融控股集团有限公司全资持股。 天眼查App显示,近日,四川金控投资管理有限公司发生工商变更,注册资本由10亿人民币增至14.98亿 人民币,增幅约50%。 ...
Form 8.3 - [AUGMENTUM FINTECH PLC - Opening Disclosure - 25 02 2026] - (CGAML)
Globenewswire· 2026-02-26 09:55
Key Information - The discloser is Canaccord Genuity Asset Management Limited, representing discretionary clients [1] - The relevant securities pertain to Augmentum Fintech PLC [1] - The position was held as of February 25, 2026 [1] Positions - The discloser holds 7,901,000 ordinary shares, representing 4.7232% of the relevant securities [3] Dealings - There have been no purchases or sales of relevant securities reported [7] - No cash-settled or stock-settled derivative transactions have been conducted [7][8] Other Information - There are no indemnity or other dealing arrangements related to the relevant securities [9] - No agreements or understandings regarding options or derivatives have been disclosed [10]
美小盘股强势反弹:结构性拐点,还是高风险狂欢?
Guo Ji Jin Rong Bao· 2026-02-26 09:11
近一段时间,美国小盘股市场开始回暖,其表现显著优于大盘股。这种转变的背后,是市场情绪和基本 面的双重驱动。不过,部分市场观察人士警示,这或是美国股市风险积聚的又一信号。 近几个月来,美国小盘股市场出现显著反弹,结束了长期的低迷表现。 自2025年10月以来,小盘股的表现显著优于大盘股,这引发了投资者的一个重要问题:这仅仅是短期反 弹,还是更持久的趋势? 回报率高达10.9% 在经历了近三年的急剧下滑之后,美国小盘股盈利在2025年末开始迅速改善。 从2022年12月31日至2025年10月31日,用于衡量美国小盘股的标普小盘600指数累计表现比标普500指数 低近30个百分点。然而,这一趋势在2025年末戛然而止。 此外,财政刺激开始发挥作用。美国政府去年通过的"大而美法案"已在一定程度上提振经济活动,尤其 体现在政府支出增加及对本土投资的激励措施上。尽管短期影响相对有限,但随着时间推进至2026年, 其效果有望更加显著,为小盘企业盈利增长提供进一步支撑。 风险积聚信号 从去年10月底到今年2月26日,美国小盘股回报率高达10.9%,而大盘股仅上涨1.5%。 由"罗素2000指数中市值最小的1000家公司,以 ...
T. Rowe Among Signatories to Resurrected Net Zero Alliance
Insurance Journal· 2026-02-26 09:08
A net zero alliance for asset managers has resurrected itself after shelving its work last year amid a wave of US defections.The Net Zero Asset Managers initiative now has more than 250 signatories, including Aberdeen Investments and Amundi SA, as well as the European and UK entities of T. Rowe Price Group Inc. and Wellington Management, according to a statement on Wednesday. NZAM suspended its operations in January 2025, announcing at the time that it would conduct a review to ensure it remained “fit for p ...
Marathon's Richards Says Private Credit Software Defaults Could Hit 15%
Yahoo Finance· 2026-02-26 08:57
Marathon Asset Management founder and CEO Bruce Richards says private credit is too exposed to the software industry, telling Bloomberg Television there is a risk that defaults in software-exposed private credit markets could reach more than 15%. ...