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美小盘股强势反弹:结构性拐点,还是高风险狂欢?
Guo Ji Jin Rong Bao· 2026-02-26 09:11
近一段时间,美国小盘股市场开始回暖,其表现显著优于大盘股。这种转变的背后,是市场情绪和基本 面的双重驱动。不过,部分市场观察人士警示,这或是美国股市风险积聚的又一信号。 近几个月来,美国小盘股市场出现显著反弹,结束了长期的低迷表现。 自2025年10月以来,小盘股的表现显著优于大盘股,这引发了投资者的一个重要问题:这仅仅是短期反 弹,还是更持久的趋势? 回报率高达10.9% 在经历了近三年的急剧下滑之后,美国小盘股盈利在2025年末开始迅速改善。 从2022年12月31日至2025年10月31日,用于衡量美国小盘股的标普小盘600指数累计表现比标普500指数 低近30个百分点。然而,这一趋势在2025年末戛然而止。 此外,财政刺激开始发挥作用。美国政府去年通过的"大而美法案"已在一定程度上提振经济活动,尤其 体现在政府支出增加及对本土投资的激励措施上。尽管短期影响相对有限,但随着时间推进至2026年, 其效果有望更加显著,为小盘企业盈利增长提供进一步支撑。 风险积聚信号 从去年10月底到今年2月26日,美国小盘股回报率高达10.9%,而大盘股仅上涨1.5%。 由"罗素2000指数中市值最小的1000家公司,以 ...
T. Rowe Among Signatories to Resurrected Net Zero Alliance
Insurance Journal· 2026-02-26 09:08
A net zero alliance for asset managers has resurrected itself after shelving its work last year amid a wave of US defections.The Net Zero Asset Managers initiative now has more than 250 signatories, including Aberdeen Investments and Amundi SA, as well as the European and UK entities of T. Rowe Price Group Inc. and Wellington Management, according to a statement on Wednesday. NZAM suspended its operations in January 2025, announcing at the time that it would conduct a review to ensure it remained “fit for p ...
Marathon's Richards Says Private Credit Software Defaults Could Hit 15%
Yahoo Finance· 2026-02-26 08:57
Marathon Asset Management founder and CEO Bruce Richards says private credit is too exposed to the software industry, telling Bloomberg Television there is a risk that defaults in software-exposed private credit markets could reach more than 15%. ...
Odysseus Holdings and CoinShares publish the offer document for the transaction with Vine Hill
Globenewswire· 2026-02-26 07:00
Core Viewpoint - CoinShares International Limited is proposing a change in its listing venue to a public stock market or other exchange in the U.S. through a merger plan with Vine Hill Capital Investment Corp. and Odysseus Holdings [1] Company Information - CoinShares is a leading global digital asset manager, providing a range of financial services including investment management, trading, and securities to various clients [4] - Founded in 2013, CoinShares is headquartered in Jersey and has offices in France, Stockholm, the UK, and the US [4] - CoinShares is regulated by multiple authorities including the Jersey Financial Services Commission and the U.S. Securities and Exchange Commission [4] Transaction Details - The proposed transaction involves a court-sanctioned scheme of arrangement under Article 125 of the Jersey Companies Law [1] - An offer document has been prepared in accordance with the Takeover Rules for Nasdaq Stockholm and Nordic Growth Market NGM [2] - The transaction is subject to the applicable requirements of Nasdaq Stockholm and the Jersey Companies Law [19] Vine Hill Information - Vine Hill is a special purpose acquisition company (SPAC) that completed a $220 million initial public offering in September 2024 [5] - The stock of Vine Hill currently trades on Nasdaq under the ticker "VCIC" [5] Additional Information - Shareholders are encouraged to refer to the scheme circular related to the Scheme of Arrangement, which contains full terms and conditions [8] - Information regarding the transaction is available on the websites of CoinShares and Odysseus Holdings [3][24]
WENDEL: 2025 Full-Year Results
Globenewswire· 2026-02-26 06:00
PRESS RELEASE – FEBRUARY 26, 2026 2025 Full-Year Results In 2025, Wendel accelerated the transformation of its business model: €1591 million of proforma FRE generated by Wendel Investment ManagersStrengthened operational profile of Wendel Principal Investments Strong progress in the execution of the 2030 strategic roadmap announced in December 2025: €1.65 billion of disposals announced to date More than €5002 million to be returned to shareholders in 2026 Fully diluted3 NAV per share of €164.2 as of De ...
ROSEN, LEADING INVESTOR COUNSEL, Encourages Apollo Global Management, Inc. Investors to Inquire About Securities Class Action Investigation - APO
TMX Newsfile· 2026-02-26 00:03
Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Apollo Global Management, Inc. due to allegations of misleading business information issued by the company [1]. Group 1: Investigation Details - The investigation is prompted by an article from Financial Times stating that Apollo executives, including CEO Marc Rowan, discussed tax arrangements with Jeffrey Epstein, contradicting previous claims that the firm had no business dealings with him [3]. - Following the publication of the article, Apollo's stock experienced a decline of 1% on February 2, 2026, and a further drop of 4.76% on February 3, 2026 [3]. Group 2: Class Action Information - Investors who purchased Apollo securities may be eligible for compensation through a class action lawsuit, with no out-of-pocket fees due to a contingency fee arrangement [2]. - Interested investors can join the class action by visiting the provided link or contacting the law firm directly for more information [2]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and consistently ranking among the top firms for settlements since 2013 [4]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering significant amounts for clients [4].
Got Your Ang Pow? Here are 3 Stocks to Buy Right Now for 2026
The Smart Investor· 2026-02-25 23:30
As a parent, I’m on the “giving” rather than “receiving” end of Ang Pows during the festive season.However, my children’s bank accounts are sporting a much-welcome ‘fattening’.There is a special kind of satisfaction in taking that gift of “new beginnings” and planting it where it can actually grow. As we enter the Year of the Horse, the Singapore market continues to be that reliable friend, steady, resilient, and full of quality for those with the patience to look. If you are wondering where to “park” your ...
Trump says America is ‘bigger, better, richer and stronger than ever.’ How to invest in the ‘golden age’
Yahoo Finance· 2026-02-25 22:29
Markets have indeed pushed to fresh highs. The benchmark S&P 500 returned about 16% in 2025 and is up roughly 82% over the past five years, underscoring the strength of the long-running rally.He added that the rally is “boosting pensions, 401(k)s and retirement accounts for the millions and millions of Americans,” saying, “They’re all gaining. Everybody’s up, way up.”“The stock market has set 53 all-time record highs since the election,” he said. “Think of that. One year.”Trump also highlighted the stock ma ...
Ares Management Corporation to Present at the 2026 RBC Capital Markets Global Financial Institutions Conference
Accessnewswire· 2026-02-25 21:30
NEW YORK, NY / ACCESS Newswire / February 25, 2026 / Ares Management Corporation announced today that its Co-Founder and Chief Executive Officer, Michael Arougheti, is scheduled to present at the 2026 RBC Capital Markets Global Financial Institutions Conference on Wednesday, March 11, 2026 at 12:15pm ET. A live audio webcast of the presentation will be available on the Investor Resources section of the Company's website at www.aresmgmt.com. ...
Why Retirees Can’t Stop Buying This Schwab Fund After Its 12% Dividend Hike
Yahoo Finance· 2026-02-25 18:39
When it comes to investing during retirement, your goals and tenure will be different from when you started as an investor. Your paychecks have stopped, and you’re now depending on your retirement savings to pay for the expenses. Retirees are also very cautious about where they invest their funds, and if you’re on the lookout for passive income options, you’re not alone. You can invest in dividend stocks and enjoy passive income each quarter, but there are other low-risk options that can make a significant ...