Group 1 - Retirement savers are interested in investing in private assets within employer-provided retirement plans, but plan sponsors are adopting these options cautiously [1][4] - A report from Cerulli Associates indicates that it will take about a decade for 20% of defined-contribution plans to include target-date products or managed accounts that allocate to private market assets [1] - The appeal of private investments lies in potentially higher returns and diversification, but the actual adoption of these investments is slower than anticipated [2] Group 2 - Concerns regarding fees and potential legal issues are significant factors slowing the adoption of private market assets by plan sponsors, with over 80% citing cost as a major concern [4] - Recent initiatives include Goldman Sachs acquiring a $1 billion stake in T. Rowe Price to facilitate access to private assets for US retirees by mid-2026 through co-branded target-date funds [5] - BlackRock and other major firms like Empower, Voya Financial, and Blue Owl Capital are also planning to offer private equity, credit, and real estate in their retirement portfolios [6]

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings Always be on your toes when it comes to investing. I tell the Yahoo Finance team that every day is full of surprises. And I assure you, long-struggling Beyond Meat (BYND) taking aim at energy drink players Celsius and Red Bull with a new protein-packed sparkling beverage wasn't on my bingo card on Monday mo ...

This straightforward approach gives investors exposure to 500 of America’s largest companies across various industries, providing diversified exposure without the need for constant monitoring or active trading.“In my view, for most people, the best thing to do is own the S&P 500 index fund,” he famously stated (4).While some politicians — and hedge funds — may try to beat the market, legendary investor Warren Buffett has long advised everyday Americans to take a simpler route.The New York Times reported in ...

Quick Read PIMCO MINT ETF (MINT) yields 4.6% from short-term bonds but dividends contract when rates decline. MINT’s five-year return of 3.2% annually barely keeps pace with inflation. iShares SGOV (SGOV) offers 3.7% yield at 0.09% fees with zero corporate credit risk. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (NYSEARCA:MINT) offers r ...

PIMCO 25 Year Zero Coupon U.S. Treasury Index Fund (ZROZ US) – Portfolio Construction MethodologyThe underlying ICE BofA Long U.S. Treasury Principal STRIPS Index delivers market-value-weighted exposure to U.S. Treasury principal STRIPS with remaining maturity ≥25 years. Eligible constituents are zero-coupon principal components derived from Treasury bonds that had at least USD 1bn outstanding at strip, excluding coupon STRIPS and TIPS. Securities are USD-denominated direct obligations of the U.S. Treasury; ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Blue Owl Capital Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline on February 2, 2026 [1]. Group 1: Class Action Details - Investors who bought Blue Owl securities between February 6, 2025, and November 16, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by February 2, 2026 [3]. - Investors can join the class action by visiting the provided link or contacting the law firm directly for more information [6]. Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions, highlighting their own achievements in this area [4]. - The firm has secured significant settlements for investors, including over $438 million in 2019, and has been recognized as a leader in the field of securities class action settlements [4]. Group 3: Case Allegations - The lawsuit alleges that during the Class Period, Blue Owl made false or misleading statements regarding its asset base and liquidity issues, which were not disclosed to investors [5]. - It is claimed that Blue Owl faced pressure from business development companies (BDCs) redemptions, leading to potential limitations or halts on redemptions, which were downplayed in public statements [5].

Core Insights - BlackRock reported its Q4 and full-year 2025 earnings, highlighting strategic job cuts and record Asset Under Management (AUM) [1] - The firm laid off over 250 employees, representing 1% of its global workforce, as part of its strategy to focus on alternative investments [2] - BlackRock's stock price increased by 8% year-to-date, despite a downgrade from TD Cowen, which lowered the price target from $1,407 to $1,209 [2][3] Financial Performance - BlackRock increased its quarterly dividend by 10% to $5.73 per share, while the full-year diluted EPS decreased by 16% to $35.31 due to acquisition-related expenses and noncash charitable contributions [6] Strategic Moves - The firm completed the acquisition of HPS Investment Partners for $12 billion, fully paid in BlackRock equity, and is creating Private Financing Solutions (PFS) to integrate its private credit and CLO businesses [3][4] - CEO Laurence D. Fink anticipates a more rewarding and diversified 2026, emphasizing the firm's diverse offerings including private markets and digital assets [5]

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Group 1 - The core focus is on the stocks of BlackRock and GE Aerospace, which are highlighted as significant to monitor in the upcoming shortened trading week [1] Group 2 - BlackRock is noted as one of the S&P 500 components, indicating its relevance in the broader market context [1] - GE Aerospace is also mentioned as a key stock to watch, suggesting potential movements or developments that could impact investor interest [1]

Group 1 - Water ETFs are a unique investment product that provides economic exposure to water, with each fund adopting a different approach to this challenge [1] - The current focus is on identifying high-quality, shareholder-oriented companies that are undervalued due to short-term factors or irrational investor behavior [1] - There is particular interest in legacy businesses in sectors like remittances, ATMs, and tobacco, which are often overlooked despite their cash-generative capabilities and high yields [1] Group 2 - The analysis emphasizes a focus on U.S. stocks while also exploring attractive investment opportunities in the UK and globally [1]