Core Viewpoint - Hamilton Lane (HLNE) has experienced significant selling pressure, resulting in a 10.4% decline over the past four weeks, but analysts anticipate better earnings than previously expected, indicating a potential turnaround for the stock [1]. Group 1: Technical Analysis - The Relative Strength Index (RSI) is utilized to determine if HLNE is oversold, with a current RSI reading of 27.01, suggesting that the stock may be nearing a reversal point [2][5]. - Stocks oscillate between overbought and oversold conditions, and the RSI helps identify potential price reversals, making it a useful tool for investors seeking entry opportunities [3]. Group 2: Fundamental Analysis - There is a consensus among sell-side analysts that earnings estimates for HLNE have increased by 6.1% over the last 30 days, which typically correlates with price appreciation [7]. - HLNE holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, further supporting the potential for a near-term turnaround [8].

All right, Courtney, we got to ask you. I know the S&P and the NASDAQ finished at record highs yesterday, but are there market implications with this shutdown in either the equity market or the bond market. Well, first of all, I think as we all know, the one thing that the markets do not like is uncertainty.Now, that being said, generally speaking, what you'll see is a rally in the bond market, right. And I think we're seeing a little bit of that on the short end of the curve, and the long end of the curve ...

Core Insights - Proactive is a financial news and online broadcast organization that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's editorial and broadcast operations are managed by a seasoned team, ensuring quality control and content production across multiple global locations [1] Company Operations - Proactive operates with a team of experienced news journalists across key finance and investing hubs, including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - The organization produces approximately 50,000 pieces of real-time news, feature articles, and filmed interviews annually [1] - The company employs both human content creators and technology to enhance workflows, ensuring a blend of expertise and innovation in content production [4][5] Market Focus - Proactive delivers news and insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - The company aims to engage motivated private investors by providing content that excites and informs them about investment opportunities [3]

Core Points - Ares Capital Corporation will report its earnings for the third quarter ended September 30, 2025, on October 28, 2025, before the Nasdaq Global Select Market opens [1] - The company invites interested parties to attend its webcast/conference call scheduled for 12:00 p.m. on the same day [1]

Core Insights - The U.S. Securities and Exchange Commission (SEC) is delaying the review and approval of exchange-traded funds (ETFs) tracking various altcoins due to a partial government shutdown [1][3] - Over 90 applications for ETFs based on the spot price of altcoins are currently under review, with potential approvals expected to start in early October, particularly for Solana-focused products [2][3] - The ongoing budget impasse between Senate Republicans and Democrats is making the October timeline for ETF approvals increasingly unlikely [3] Industry Developments - Issuers from both traditional finance and digital asset sectors are proposing funds based on various cryptocurrencies, including XRP, Cardano, Litecoin, and Dogecoin [3] - The SEC has limited personnel available for operations during the shutdown, impacting its ability to process applications [4] - Despite the delays, there is optimism in the industry regarding the eventual resolution of the budget issues, as expressed by industry leaders [4] Market Performance - The demand for digital asset-focused products has surged, driven by the success of spot Bitcoin and Ethereum funds [5] - Currently, 11 Bitcoin funds manage approximately $150 billion in assets under management (AUM), with BlackRock's iShares Bitcoin Trust being the fastest-growing ETF in the industry [6] - Ethereum funds have surpassed $22 billion in AUM, indicating strong investor interest in these digital assets [6] - Solana, with a market capitalization exceeding $118 billion, recently traded above $222, reflecting a more than 6% increase amid a general upswing in crypto prices [7]

Australian investment manager IFM Investors will wind down its domestic private equity unit in coming years, citing a lack of scale to make it commercially viable and a focus on other global priorities https://t.co/1xI8s26NK6 ...

Group 1: Market Liquidity and Speculation - Liquidity has been a primary driver of financial asset returns, with unprecedented speculative activity due to the Fed's actions since the pandemic [1][4] - The correlation between Ether and SPACs indicates broad speculation driven by easy liquidity conditions rather than fundamental asset performance [2] - Current financial conditions are very easy, allowing companies easy access to capital, as evidenced by historically narrow corporate spreads and the popularity of SPACs [7] Group 2: Federal Reserve's Role - The Fed influences the economy through the banking system, cutting rates to lower the cost of capital and encourage lending when banks restrict lending [5] - Conversely, when lending is excessive, the Fed raises interest rates to slow down the economy [6] - The Fed's recent rate cuts signal potential outcomes, including either a broadening of equity markets or further excess liquidity leading to more speculation [16][17] Group 3: Economic Conditions - The US economy is showing growth above the long-term average, as indicated by the Atlanta Fed's GDPNow tracker [10] - Inflation expectations are rising, influenced by tariffs and supply chain disruptions, which are typically inflationary [12][14] - Recent immigration policies are constraining labor supply, potentially leading to rising wages if demand for labor remains strong [14][15] Group 4: Investment Implications - Two potential outcomes from the Fed's rate cuts include a healthy broadening of the market or rampant speculation leading to misallocations within the economy [30] - Bubbles are inherently inflationary, misallocating capital and potentially leading to significant future inflation [18][20] - The current misallocation of capital, such as investments in cryptocurrencies instead of essential infrastructure, could exacerbate inflationary pressures [20]

Core Viewpoint - Investors in the Financial - Investment Management sector should consider Janus Henderson Group plc (JHG) and KKR & Co. Inc. (KKR) for potential value opportunities [1] Group 1: Company Rankings and Outlook - Janus Henderson Group plc has a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook compared to KKR, which has a Zacks Rank of 3 (Hold) [3] - JHG is likely to have seen a stronger improvement in its earnings outlook than KKR recently, making it a more attractive option for value investors [3] Group 2: Valuation Metrics - JHG has a forward P/E ratio of 12.30, significantly lower than KKR's forward P/E of 25.16, suggesting JHG may be undervalued [5] - The PEG ratio for JHG is 1.07, while KKR's PEG ratio is 1.26, indicating JHG's expected earnings growth is more favorable [5] - JHG's P/B ratio is 1.42, compared to KKR's P/B of 1.74, further supporting the notion that JHG is a better value investment [6] Group 3: Overall Value Assessment - Based on various valuation metrics, JHG holds a Value grade of B, while KKR has a Value grade of D, reinforcing the preference for JHG among value investors [6]

Accessibility StatementSkip Navigation ATLANTA, Oct. 1, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its third quarter 2025 results on Tuesday, October 28. The earnings release and presentation materials are scheduled to be released and posted to the Investor Relations section of the Company's website, www.invesco.com/corporate, at approximately 7 a.m. ET. A conference call to discuss Invesco's results will be held at 9 a.m. ET on that day; the live audio webcast and replay can be accessed thr ...

Core Points - Guardian Capital Group Limited is updating shareholders regarding the upcoming special meeting to approve a plan of arrangement due to the ongoing Canada Post national labour strike [1][3][10] - If the arrangement is completed, Desjardins Global Asset Management Inc. will acquire all issued and outstanding Guardian Shares for C$68.00 per share in cash [2] Meeting Materials - The ongoing strike may cause delays in the delivery of meeting materials to Canadian shareholders, who are encouraged to access them electronically [3][4] - Guardian has couriered copies of the materials to Canadian shareholders and sent them electronically to those who consented [4][5] Voting Process - Shareholders are urged to vote online or by telephone due to the time sensitivity of the situation [5][10] - Detailed instructions for voting online and by telephone are provided for both registered and non-registered shareholders [6][15] Special Meeting Details - The special meeting is scheduled for October 23, 2025, at 11:00 a.m. Toronto time, with a proxy voting deadline of October 21, 2025 [10][11] - Shareholders of record as of September 15, 2025, are entitled to vote at the meeting [10] Company Overview - As of June 30, 2025, Guardian Capital Group Limited had C$164.1 billion in total client assets and a proprietary investment portfolio valued at C$1.25 billion [13]