Macro Trading Factory is a macro-driven service, run by a team of experienced investment managers.The service offers two portfolios: “Funds Macro Portfolio” & “Rose's Income Garden”; both aim to outperform the SPY on a risk-adjusted basis, in a relaxed manner.Suitable for those who either have little time/knowledge/desire to manage a portfolio on their own, and/or wish to get exposed to the market in a simple, though more risk-oriented (less volatile), way.Each of our portfolios, spanning across all sectors ...

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? BlackRock (BLK) , which belongs to the Zacks Financial - Investment Management industry, could be a great candidate to consider.This investment firm has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 7.86%.For the last reported quarter, BlackRock ...

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...

CHICAGO, Jan. 06, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC (“XAI”), a leader in closed-end interval and tender offer fund research, is now offering the Octagon XAI CLO Income Fund (“OCTIX” or the “Fund”) for purchase by advisers who clear or custody through the Charles Schwab platform (“Schwab”), expanding access of XAI’s registered offerings for financial advisors and their clients. “The addition of OCTIX to the Charles Schwab platform marks a major milestone for the fund. As one of the largest custodia ...

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...

Company Overview - Pzena Investment Management is a global investment manager focused solely on classic value investing, founded in 1995 [4] - The firm employs a disciplined, research-driven approach to identify companies trading at a meaningful discount to their estimated intrinsic value [4] - Pzena manages approximately $85 billion in assets under management and operates from offices in New York, London, Melbourne, and Dublin [4] Recent Developments - Andrew Williams has joined Pzena's UK office as Director of Client and Portfolio Services, enhancing the firm's commitment to exceptional client service and deep-value insights [1] - The London office has been serving clients for over a decade and continues to expand its capabilities to support Pzena's global client base [1] Leadership Insights - CEO Caroline Cai emphasized the growing global interest in classic value investing and the importance of Williams' appointment in delivering world-class client service and insights [2] - Andrew Williams expressed his commitment to providing top-tier client service and highlighted Pzena's resources and culture as ideal for supporting the firm's value investing philosophy [2] Andrew Williams' Background - Andrew Williams brings extensive experience in value-focused investment communication, client engagement, and strategy development, previously serving as an Investment Director on Schroders' Global Value Team [3] - He has a background in financial markets as an analyst and journalist during the global financial crisis and holds a degree in Economics and Politics from the University of the West of England [3]

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...

With equities dominating the portfolio, this quiet bond allocation says more about risk control than return chasing.Illinois-based LaSalle St. Investment Advisors established a new position in the iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD +0.08%), adding 135,360 shares valued at approximately $6.88 million during the third quarter, according to a November 13 SEC filing.What HappenedAccording to a filing with the Securities and Exchange Commission dated November 13, LaSalle St. Investment Ad ...