Core Viewpoint - Cohen & Steers, Inc. announced the resignation of Raja Dakkuri, the Executive Vice President and Chief Financial Officer, effective October 17, 2025, and appointed Michael Donohue as Interim Chief Financial Officer while searching for a permanent successor [1][2]. Group 1: Management Changes - Raja Dakkuri is resigning to pursue another opportunity, and the company expresses gratitude for his contributions [2]. - Michael Donohue, who has been with the company as Senior Vice President and Controller since May 2023, will take over as Interim Chief Financial Officer [2]. - Donohue has prior experience as Managing Director and Corporate Controller at Hamilton Lane, where he played a key role in the firm's IPO in 2017 [2]. Group 2: Company Overview - Cohen & Steers is a global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, and commodities [3]. - The firm was founded in 1986 and is headquartered in New York City, with additional offices in London, Dublin, Hong Kong, Tokyo, and Singapore [3].

MCLEAN, VA / ACCESS Newswire / September 15, 2025 / Gladstone Capital Corporation (Nasdaq:GLAD) (the "Company") today announced that it plans to redeem all of its outstanding 5.125% Notes due 2026 (the "2026 Notes") on October 31, 2025 and all of its outstanding 7.75% Notes due 2028 (the "2028 Notes") on October 15, 2025. A notice of redemption will be mailed to all registered holders of the 2026 Notes and the 2028 Notes by U.S. Bank Trust Company, National Association (the "Trustee"), in accordance with th ...

Core Insights - The Federal Reserve has maintained interest rates at 4.25%–4.5% since December 2024, with speculation about potential rate cuts in 2025, while equity markets are performing well due to economic growth [1] Factors to Consider for Berkshire Hathaway (BRK.B) - Berkshire Hathaway is a diversified conglomerate with over 90 subsidiaries across various industries, primarily in insurance, which accounts for about 25% of total revenues [2][5] - The company generates significant earnings from energy, transportation, manufacturing, and consumer goods, providing steady cash flows and resilience against sector-specific volatility [3] - Berkshire follows a disciplined investment strategy led by Warren Buffett, focusing on undervalued assets with long-term potential, with major investments in companies like Coca-Cola and Apple [4] - The insurance float has grown from approximately $114 billion in 2017 to $174 billion by Q2 2025, providing low-cost capital for investments [5] - With over $100 billion in cash reserves and minimal debt, Berkshire's balance sheet reflects strong financial strength [6] - The return on equity for Berkshire is 7%, slightly below the industry average of 7.7%, but shares have gained 9% year-to-date, outperforming the industry's 8.2% increase [7] Factors to Consider for BlackRock (BLK) - BlackRock is a leading investment management firm with $11.6 trillion in assets under management (AUM) as of December 31, 2024, and offers technology services through its Aladdin platform [8] - The company is expanding its private markets platform, aiming to raise $400 billion by 2030, which is a rapidly growing sector in global finance [9] - BlackRock's return on equity is 15.5%, significantly higher than the industry average of 9.9%, and shares have gained 9.6% year-to-date [10][11] Estimates for BRK.B and BLK - The Zacks Consensus Estimate for BRK.B's 2025 revenues indicates a 4.8% year-over-year increase, while EPS is expected to decrease by 7.6% [12] - For BLK, the 2025 revenue estimate suggests a 15% year-over-year increase, with EPS expected to decrease by 9.1% [14] Valuation Metrics - Berkshire is trading at a price-to-book multiple of 1.59, above its five-year median of 1.41 [14] - BlackRock's price-to-book multiple is at 3.53, also above its five-year median of 3.0 [14] Conclusion - Berkshire Hathaway is recognized for its diversified portfolio and strong management under Warren Buffett, while BlackRock is positioned for growth through its substantial AUM and expansion strategies [17][18]

Core Insights - Morgan Stanley Investment Management (MSIM) has launched the Tax Forward Investing Center and the Alternatives Investing Center to enhance resources in asset management [1] Group 1 - The new education platforms are designed to better equip financial advisors to improve client outcomes [1] - The Tax Forward and Alternatives Investing Centers will include continuing education resources [1]

Monetary Policy and Interest Rates - The U.S. Federal Reserve is expected to cut interest rates by 25 basis points on Sept. 17, lowering the benchmark range to 4.00%-4.25% [1] - Further easing is anticipated, potentially bringing rates down to around 3% within the next 12 months, with the fed funds futures market indicating a drop to less than 3% by the end of 2026 [1] Treasury Yields and Market Dynamics - Bitcoin bulls are optimistic that the anticipated easing will lead to lower Treasury yields, encouraging risk-taking in the economy and financial markets [2] - However, the expected Fed rate cuts may primarily affect the two-year Treasury yield, while long-term yields could remain elevated due to fiscal concerns and persistent inflation [2] Debt Supply and Fiscal Policy - The U.S. government is expected to increase the issuance of Treasury bills and longer-duration Treasury notes to finance tax cuts and increased defense spending, potentially adding over $2.4 trillion to primary deficits over ten years and increasing debt by nearly $3 trillion [3] - The increased supply of debt is likely to pressure bond prices down and lift yields, particularly for longer-term securities [4] Investor Sentiment and Yield Curve - Investors are demanding higher yields for long-term Treasuries due to concerns about inflation and dollar depreciation linked to high debt levels, which may prevent long-term bond yields from falling significantly [6] - The ongoing steepening of the yield curve indicates rising concerns about fiscal policy, as reflected in the widening spread between different maturities of Treasury yields [5]

Core Insights - Calamos Investments is a diversified global investment firm offering a range of innovative investment strategies [1] - The firm provides investment strategies through various vehicles including separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange traded fund, and UCITS funds [1] - Clients of Calamos Investments include major corporations, pension funds, endowments, foundations, individuals, and financial advisors [1] - The firm is headquartered in the Chicago metropolitan area and has additional offices in London, New York, and San Francisco [1]

Core Insights - Calamos Investments is a diversified global investment firm offering a range of innovative investment strategies [1] - The firm provides investment strategies through various vehicles including separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange traded fund, and UCITS funds [1] - Clients of Calamos Investments include major corporations, pension funds, endowments, foundations, individuals, and financial advisors [1] - The firm is headquartered in the Chicago metropolitan area and has additional offices in London, New York, and San Francisco [1]

Core Insights - Calamos Investments is a diversified global investment firm offering a range of innovative investment strategies [1] - The firm provides investment strategies through various vehicles including separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange traded fund, and UCITS funds [1] - Clients of Calamos Investments include major corporations, pension funds, endowments, foundations, individuals, and financial advisors [1] - The firm is headquartered in the Chicago metropolitan area and has additional offices in London, New York, and San Francisco [1]

Solana Firm SOL Strategies Hits the Nasdaq: 'Being Underestimated Is an Advantage', Says CEO► https://t.co/nEUyLSYGdT https://t.co/nEUyLSYGdT ...

Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analys ...