Group 1 - Trian Fund Management and General Catalyst have agreed to acquire asset manager Janus Henderson in an all-cash transaction valued at $7.4 billion [1]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Nelson Peltz’s Trian Fund Management and General Catalyst agreed to buy asset manager Janus Henderson Group Plc for about $7.4 billion. Shareholders will receive $49 a share in cash, up from $46 a share that the investors offered in October, according to a statement Monday. Trian already owns 20.6% of Janus Henderson’s shares. The move is the latest dramatic turn in Trian’s ...

Nelson Peltz’s Trian Fund Management and General Catalyst agreed to buy asset manager Janus Henderson for about $7.4 billion. https://t.co/kopd5KINz0 ...

Core Viewpoint - The S&P 500 Index (SPX) is experiencing a mixed trading environment as it approaches the end of 2025, with historical seasonal trends favoring bullish movements, yet technical resistance and market sentiment may limit upside potential [1][11][15] Market Performance - The SPX closed at 6,834.50 as of last Wednesday, showing signs of weakness following a recent rate cut by the Federal Open Market Committee (FOMC) [2] - The index has been fluctuating between 6,550 and 6,900 since mid-September, indicating a lack of decisive movement from either bulls or bears [4] - Recent trading has seen the SPX return above key moving averages and the 6,760 level, but it remains below the October closing high of 6,887 [3] Sector Analysis - The technology sector has been flat, contributing to the choppy market action, while gains in basic materials, financials, and consumer cyclicals have supported the SPX [7] - The market is characterized as a stock picker's environment, with specific sectors driving performance [7] Options Market Dynamics - Selling options premium on broad market indices or ETFs has been a successful strategy, with the CBOE Market Volatility Index (VIX) near its 2025 lows [8][9] - The upcoming quarterly expiration for SPX options at the 7,000 strike could present a significant resistance point if the index breaks above 6,900 [10] Sentiment and Cash Holdings - Global asset managers' cash holdings have dropped to a record low of 3.3% in December, down from 3.7% in November, which may limit the potential for further equity purchases [12] - The sentiment among short-term traders appears to be turning sour, indicating a potential lack of momentum to drive stocks higher [13][14]

Core Viewpoint - Trian Fund Management and General Catalyst have agreed to acquire Janus Henderson for $49 per share, valuing the company at approximately $7.4 billion, indicating a strategic move to enhance investment in various areas of the business [2][3]. Group 1: Acquisition Details - The acquisition price of $49 per share represents a 6.5% premium from Janus's closing price on the previous Friday and is about 18% higher than the stock's closing level on October 24 [2]. - The deal is anticipated to close in mid-2026, following the initial approach by Trian and General Catalyst reported on October 27 [2]. Group 2: Investment and Growth Potential - Trian has been an investor in Janus since late 2020, during which time the stock has approximately doubled in value, and Trian holds two board seats at Janus [3]. - Trian CEO Nelson Peltz expressed that the acquisition presents an opportunity to accelerate investments in people, technology, and client services [3]. - Janus Henderson CEO Ali Dibadj stated that the partnership will enable further investments in product offerings, client services, technology, and talent to drive growth [4]. Group 3: Market Reaction - Following the announcement of the acquisition, Trian shares increased by more than 3% [4].

GREENWICH, Conn., Dec. 22, 2025 (GLOBE NEWSWIRE) -- The Gabelli Global Financial Services Fund (GFSIX) has surpassed $100M in assets under management (AUM), reflecting increasing investor participation and strong fund performance. Since its inception in 2018, GFSIX has been managed by Ian Lapey, an experienced portfolio manager who joined Gabelli following a successful career at Third Avenue Management. In addition to leading GFSIX, Mr. Lapey serves as a portfolio manager for several other funds under the G ...

NEW YORK, Dec. 22, 2025 (GLOBE NEWSWIRE) -- Sprott Asset Management USA, Inc., a wholly-owned subsidiary of Sprott Inc., today announced methodology changes to the index that Sprott Junior Gold Miners ETF (NYSE Arca: SGDJ) tracks. Junior gold miners, as measured by the Solactive Junior Gold Miners Custom Factors Index, returned more than 171% as of December 19, 2025. This extraordinary market appreciation of junior gold miners has led to an increase in market capitalization of the index constituents. To pre ...

Company Overview - BlackRock, Inc. is the world's largest asset manager, overseeing trillions of dollars in assets across various investment strategies, including equities, fixed income, and alternatives, with a market cap of $164.5 billion [1] Earnings Expectations - Analysts expect BlackRock to report an adjusted EPS of $12.55 for the fourth quarter, reflecting a 5.2% increase from $11.93 in the same quarter last year [2] - For fiscal 2025, EPS is projected to rise 8.9% year over year to $47.51 from $43.61 in 2024, and for fiscal 2026, earnings are expected to increase 12.5% year over year to $53.46 per share [3] Stock Performance - Over the past 52 weeks, BlackRock's stock prices have increased by 4.3%, underperforming the S&P 500 Index's 16.5% gains and the Financial Select Sector SPDR Fund's 14.7% increase [4] Recent Developments - On December 11, BlackRock shares gained 1.7% following the launch of the iShares Total USD Fixed Income Market ETF (BTOT), which aims to provide broad exposure to the entire taxable U.S. bond market, offering a diversified fixed-income solution [5] Analyst Ratings - The consensus rating for BlackRock is "Strong Buy," with 12 out of 18 analysts recommending "Strong Buys," three "Moderate Buys," and three "Holds." The mean price target of $1,301 indicates a 22.7% upside potential from current price levels [6]

We recently stumbled upon another gem from BondBloxx, one of our favorite asset managers in the fixed income space. What they do very well is offer targeted fund solutions for niche markets. EM debt is not necessarilyWith an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a ...

Core Points - The Gross Law Firm has issued a notice to shareholders of Blue Owl Capital Inc. regarding a class action lawsuit for shareholders who purchased shares during the specified class period [1][2] - The class period is defined as February 6, 2025, to November 16, 2025, during which the company allegedly made materially false and misleading statements [1] - Allegations include that Blue Owl faced significant pressure on its asset base due to redemptions from business development companies, leading to undisclosed liquidity issues and potential limitations on redemptions [1] Summary by Sections Allegations - Blue Owl Capital Inc. is accused of issuing false statements and failing to disclose critical information regarding its asset base and liquidity issues [1] - The company allegedly misled investors about its business operations and prospects, which were not based on reasonable grounds [1] Class Action Details - Shareholders are encouraged to register for the class action by February 2, 2026, to potentially become lead plaintiffs [2] - Registration includes enrollment in a portfolio monitoring system for updates on the case [2] Law Firm Information - The Gross Law Firm is recognized for protecting investor rights against deceit and fraud, aiming for recovery for investors affected by misleading corporate practices [3]