NEW YORK, Feb. 5, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE:OWL) ("Blue Owl") today reported its financial results for the fourth quarter ended December 31, 2025. "Blue Owl's results for the full year of 2025 highlight record fundraising in our institutional and private wealth channels, reflecting robust investor interest in our strategies and Blue Owl's continued global expansion. New capital commitments reached $17 billion in the fourth quarter and $56 billion in 2025," said Doug Ostrover and Marc ...

NEW YORK--(BUSINESS WIRE)--Ares Management Corporation (NYSE:ARES) today reported its financial results for its fourth quarter and full year ended December 31, 2025. GAAP net income attributable to Ares Management Corporation was $54.2 million for the quarter ended December 31, 2025. On a basic and diluted basis, net income attributable to Ares Management Corporation per share of Class A and non-voting common stock was $0.08 for the quarter ended December 31, 2025. After-tax realized income was. ...

Core Insights - The current earnings season is leading to high volatility in market indices, raising concerns about potential downturns due to stretched valuations of large-cap stocks [1] Group 1: Market Conditions - High levels of volatility are observed in market indices during the earnings season [1] - Concerns are growing regarding the possibility of a major downturn in the market [1] Group 2: Investment Strategy - The company emphasizes the importance of a solid base of classic dividend growth stocks, complemented by Business Development Companies, REITs, and Closed End Funds to enhance investment income [1] - A hybrid investment strategy that balances growth and income can yield total returns comparable to traditional index funds like the S&P [1]

Investors pulled another $544.94 million from U.S. spot bitcoin BTC exchange-traded funds on Wednesday, marking a second consecutive day of net outflows, according to data from SoSoValue. BlackRock's IBIT led the daily outflows with $373.44 million exiting the product. Fidelity's FBTC and Grayscale's GBTC followed with outflows of $86.44 million and $41.77 million, respectively. Funds managed by Ark & 21Shares, VanEck, and Franklin Templeton also reported outflows. The selling pressure came as bitcoin ...

LATEST: ⚡ UBS CEO Sergio Ermotti confirmed that the asset manager is actively "building out the core infrastructure and exploring targeted offerings" around crypto and tokenization. https://t.co/YjIsrjHVGM ...

Core Viewpoint - BlackRock CEO Larry Fink and Reliance Industries Chairman Mukesh Ambani are encouraging Indian investors to shift their focus from gold to equity markets, highlighting the volatility of gold and the underperformance of Indian stocks [1][2]. Group 1: Investment Advice - Ambani emphasized that a significant portion of domestic savings in gold and silver is "unproductive," advocating for investment in the stock market where money can compound [2]. - The partnership between Reliance Industries and BlackRock aims to promote mutual funds in India, reflecting a strategic shift towards financialization of savings [2]. Group 2: Market Performance - The Nifty 50 index has seen a decline of nearly 2% so far this year, indicating underperformance in the Indian stock market [1]. - As of December, Jio BlackRock Asset Management reported assets under management of 31.98 billion rupees (approximately $353 million) across its equity funds, marking a growing interest in mutual funds [3]. Group 3: Consumer Behavior - Indians are among the top global buyers of gold, but there is a noticeable trend towards increasing financialization of savings, with mutual funds gaining popularity [3].

Core Insights - Hong Kong has the potential to double its asset management sector by transitioning to token-based finance and digital money infrastructure, as outlined in a whitepaper by Boston Consulting Group (BCG), Aptos Labs, and Hang Seng Bank [2] - The pilot under Phase 2 of the Hong Kong Monetary Authority's Project e-HKD+ demonstrated that token-based financial infrastructure is both technically viable and commercially attractive, addressing frictions in fund management [3] Industry Analysis - The pilot identified three key priorities for broader adoption of tokenization: regulatory compliance, business-model innovation, and scaling technology to meet institutional standards [4] - A strong demand for tokenized products was noted, with 61% of surveyed retail investors willing to double their fund allocations if benefits like instant settlement and 24/7 access were offered [6] - The shift from traditional message-based systems to token-based finance is expected to reduce settlement delays and reconciliation costs, embedding value and compliance directly into digital tokens [7] Strategic Recommendations - Financial institutions are encouraged to move beyond pilot programs and integrate tokenization features into their core business to capture new capital [5] - The industry is viewed as approaching a pivotal moment in 2026, necessitating coordinated efforts among banks, regulators, and technology providers to establish new market standards [8]

Core Viewpoint - The recent selloff in software stocks reflects concerns over the disruptive potential of AI, particularly large language models (LLMs), which have shifted from being a supportive factor to a potential threat for established companies in the sector [1][2][9]. Group 1: Market Performance - The S&P 500 software and services index fell nearly 4% on Tuesday and an additional 0.73% on Wednesday, marking six consecutive sessions of losses and erasing approximately $830 billion in market value since January 28 [1][11]. - The software sector has declined nearly 13% over six sessions and is down 26% from its peak in October [11]. - Major technology companies, including Nvidia, Meta Platforms, Alphabet, and Oracle, experienced significant declines, with Nvidia dropping 3.4% and Oracle falling 5.1% [14][18]. Group 2: AI Disruption Concerns - The selloff was triggered by a new legal tool from Anthropic's Claude LLM, which highlights the increasing encroachment of LLMs into the application layer of enterprise businesses [2][3]. - Analysts express concerns that the success of AI LLMs is not guaranteed due to their lack of specialized data crucial for various industries [8]. - The competitive landscape for established companies is perceived to be narrowing as AI products gain traction, raising fears about their long-term viability [10][18]. Group 3: Broader Market Implications - The decline in software stocks has broader implications for asset managers, with concerns that weakness in the software sector could lead to credit issues for alternative asset managers [12]. - A group of asset managers, including Apollo and Blackstone, saw their shares fall between 3% and 11% due to these concerns, although they recovered slightly on Wednesday [12]. - The overall market also faced pressure, with the S&P 500 and Nasdaq Composite losing 0.51% and 1.51%, respectively [14]. Group 4: Expert Opinions - Nvidia's CEO stated that fears of AI replacing software are "illogical," suggesting that the market may be overreacting to the potential of AI [15][18]. - Analysts from JPMorgan and The Wealth Consulting Group argue that the selloff may be exaggerated, positing that improved AI tools could enhance software development and margins rather than replace them [16][17].

Core Insights - The article discusses the significant structural adjustments occurring in the global public fund market by 2025, highlighting the ongoing shrinkage of actively managed open-end funds and the rise of the "ETFization" trend as a core driver for institutional investment strategies, particularly in the US and European markets [1][11]. Group 1: Market Trends - By 2025, the global public fund market is experiencing profound structural changes, with a notable decline in the size of actively managed open-end funds [1][11]. - The "ETFization" trend is becoming a key driver for institutional investment strategies, with actively managed ETFs emerging as the primary issuance force in the market [1][11]. - In the fourth quarter of 2025, the Greater China region saw a significant recovery in stock fund inflows, exceeding $33 billion in a single quarter [1][11]. Group 2: Research and Tools - The article emphasizes the need for institutional investors to have a robust research framework and tools that can penetrate underlying holdings and reach the core of strategies when selecting investment targets [1][11]. - Morningstar Direct is highlighted as a flagship investment research platform that provides comprehensive data on over 63,000 actively managed ETFs, including performance, risk, holdings, and issuance methods [1][11][12]. - The upcoming webinar aims to provide insights into the trends and product evolution in the global public fund market for 2025, focusing on how to utilize Morningstar Direct for in-depth research on overseas actively managed ETFs [4][5][11].

Singapore conglomerate-turned-asset manager Keppel reported a drop in annual earnings after losses sustained in an aggressive push to divest assets overshadowed an improvement in its business performance https://t.co/KLoccizhP2 ...