Core Insights - The fixed income market is complex and influenced by various factors such as interest rate policy, tariffs, and geopolitical tensions, making active management essential [2] - MFS Investment Management utilizes the expertise of its portfolio managers to navigate the intricacies of the fixed income market [3] Active Management Approach - MFS employs a diverse range of fixed income solutions that focus on intentional and prudent risk budgeting and allocation [4] - The firm's structured approach involves intensive communication and information sharing among specialized portfolio management, research, and trading teams [5] Investment Options - MFS offers active alternatives in fixed income, notably the MFS Active Core Plus Bond ETF (MFSB) and the MFS Active Intermediate Muni Bond ETF (MFSM) [6] - MFSB employs a primarily investment-grade bond strategy that integrates macro, bottom-up, and technical perspectives for value addition [7] - MFSM focuses on exploiting inefficiencies in municipal credit markets through active sector, quality, and security selection, benefiting from federal tax-free income and strong fundamentals [8] Cost Efficiency - Both MFSB and MFSM feature cost-effective expense ratios of 34 basis points [9]

Core Insights - The ongoing discussions regarding the impact of tariff policies on markets and the U.S. economy are expected to continue, especially following President Trump's announcement of new tariffs on various goods, including pharmaceuticals, furniture, and heavy trucks [1][2]. Tariff Impact Analysis - The recent article from BNY Investments highlights the complexity of determining who bears the financial burden of tariffs, noting that the full impact has yet to be realized due to several factors such as timing delays and exemptions [2][3]. - Initially, domestic firms absorbed the tariff pressures, but evidence suggests that these costs are now being passed on to U.S. consumers, as indicated by the August CPI report showing a 2.9% increase year-over-year [4]. Investment Strategy Recommendations - Given the early stage of tariff impact assessment, advisors and investors are encouraged to consider adding actively managed funds to their portfolios, which can offer flexibility in response to changing market conditions [5][6]. - The BNY Mellon Concentrated Growth ETF (BKCG) is highlighted for its active management and stock selection process, focusing on sectors with growth potential over the next three to five years [7]. - BKCG's high-conviction growth strategy has yielded positive results, with a year-to-date NAV increase of 13.98% as of October 31, 2025 [8].

Core Insights - Invesco QQQ Trust has undergone a significant restructuring, transitioning from a unit investment trust ETF to an open-end fund ETF, which is expected to reduce investor fees by 10% [1][2][3] Fund Structure and Fees - The total expense ratio for Invesco QQQ will decrease from 0.20% to 0.18% as part of the conversion [2] - The new structure allows for reinvestment of income and participation in securities lending, with no tax implications for investors [2] Management and Strategy - Andrew Schlossberg, President and CEO of Invesco, emphasized the importance of this transformation in delivering better outcomes for investors and responding to client needs [3] - The modernized QQQ will continue to track the Nasdaq-100 Index, which includes the 100 largest non-financial companies listed on the Nasdaq [3] Innovation and Product Offering - The reclassification aligns with Invesco's goal to provide innovative ETF solutions, enhancing access to the Nasdaq-100 Index [4] - Invesco QQQ remains a key component of the Invesco QQQ Innovation Suite, which offers a range of ten differentiated ETFs for customized exposure to the index [4][5] Assets Under Management - As of November 30, 2025, the assets under management for the Invesco QQQ Innovation Suite total approximately $474.7 billion, the highest among providers tracking the Nasdaq-100 Index [5] Company Overview - Invesco Ltd. is a leading global asset management firm with $2.1 trillion in assets under management as of September 30, 2025, serving clients in over 120 countries [6]

ORLANDO, Fla., Dec. 19, 2025 (GLOBE NEWSWIRE) -- Abacus Global Management, Inc. (“Abacus” or the “Company”) (NASDAQ: ABL), a leader in the alternative asset management space, today announced its plans to transfer the listing of its [Class A] common stock to the New York Stock Exchange (“NYSE”) from the Nasdaq Stock Market LLC (“Nasdaq”). Abacus expects to begin trading as a NYSE listed company on or about December 30, 2025, and will commence trading under new ticker symbol “ABX”. The Company’s [Class A] com ...

Core Viewpoint - AGF Investments Inc. announced estimated cash distributions for its ETFs listed on Canadian exchanges, with actual distributions to be paid on January 7, 2026, for unitholders of record on December 31, 2025 [1][2]. Distribution Details - Estimated cash distributions per unit for various AGF ETFs are provided, with amounts varying based on net units outstanding and other unforeseen factors [2]. - Specific estimated cash distributions per unit include: - AGF Emerging Markets ex China Fund: $0.243333 - AGF Enhanced U.S. Equity Income Fund: $0.088622 - AGF Global Real Assets Fund: $0.594615 - AGF Global Sustainable Growth Equity ETF: $0.034456 - AGF Systematic Global ESG Factors ETF: $0.657506 - AGF Systematic Global Infrastructure ETF: $0.344852 - AGF Total Return Bond Fund: $0.094912 [2]. Company Overview - AGF Management Limited, founded in 1957, is an independent asset management firm with over $60 billion in total assets under management, serving more than 815,000 investors [6][9]. - AGF operates through three business lines: AGF Investments, AGF Capital Partners, and AGF Private Wealth, focusing on responsible and sustainable corporate practices [6][7]. - The firm has investment operations in North America and Europe, catering to a diverse range of clients, including financial advisors, high-net-worth individuals, and institutional investors [8][9].

Core Viewpoint - Blackstone and Revolut are in initial discussions for a potential partnership focused on wealth management services, allowing Revolut's clients to access Blackstone's investment funds [1][3]. Group 1: Partnership Details - The proposed partnership aims to enhance Revolut's upcoming private banking service by integrating Blackstone's investment offerings [1]. - This collaboration would mark a significant move for private capital firms to reach high-net-worth clients and diversify funding sources [3]. Group 2: Revolut's Expansion Plans - Revolut is planning to establish a private markets team to enhance its wealth management services, which includes recruiting junior investment bankers, asset managers, and private capital advisers [2]. - The company is also seeking to hire a private banker in the UK to manage relationships with high-net-worth individuals globally [2]. Group 3: Blackstone's Strategic Moves - Blackstone has expanded its presence in Europe, tripling the number of wealth managers, private banks, and insurers over the last two years [3]. - This expansion aligns with Blackstone president Jon Gray's strategy to broaden the firm's reach into the mass market while maintaining its institutional business [4]. - BlackRock is also planning to expand its private investment businesses, aiming to raise about $400 billion for its private investment divisions by 2030 [4].

本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 头部私募往往管理50亿甚至上百亿资金，相对于规模较小的私募对市场掌握了更高的"定价权"，而其背后的基金经理的一举一动更是备受市场关 注。私募排排网数据显示，截至2025年12月12日，头部私募的基金经理共有1280位，仅占所有基金经理总数的4.21%。 从业绩层面来看，所管的产品至少有3只近半年、1年、3年、5年符合排名规则的头部私募基金经理分别有135位、126位、82位、41位，平均收 益分别为16.6%、27.06%、53.97%、89.5%。那么，究竟有哪些私募基金经理近半年、1年、3年、5年业绩位居前列呢？ 0 1 近半年：何瑞琳、谢冬位居前5 近半年收益10强的头部私募基金经理"上榜门槛"为 *** %。其中，百亿私募基金经理和准百亿私募（规模为50-100亿）基金经理各占一半。从所 属公司的投资模式来看，主观、量化私募基金经理各占4位，混合型私募（"主观+量化"）的基金经理共2位。（ 点此查看收益 ） [应监管要求，私募产品不能公开展示业绩，文中涉及收益数据用***替代，合格投资者可扫码查看收益数据。] | 排名 | 姓名 | 经理 ...

Group 1 - ICICI Prudential AMC's IPO raised up to 106 billion rupees ($1.2 billion) and received bids for over 1.37 billion shares, significantly exceeding the 35.02 million shares offered [1] - The IPO was priced at 2,165 rupees per share at the upper end of the price band and was subscribed more than 39 times, primarily driven by institutional investors, while the retail portion was subscribed 2.5 times [2] - Major institutional investors included Singapore's GIC, Temasek, and India's Life Insurance Corporation, with Citigroup Global Markets India, BofA Securities India, Morgan Stanley, Axis Capital, Avendus Capital, and ICICI Securities serving as joint bookrunners [3] Group 2 - ICICI Prudential AMC is the largest asset management company in India in terms of assets managed under active mutual fund schemes, with a quarterly average of 101.47 billion rupees [4] - The company had 15.5 million retail investors as of the end of September [4]

ICICI Prudential Asset Management Co.’s shares are set to begin trading in Mumbai on Friday, following an initial public offering that raised ₹10,600 crore ($1.2 billion), potentially marking the year’s final major listing.The stock is expected to list at a premium of about 15% to the IPO price on Friday, according to IPOWatch.in, which tracks grey-market trends. If that happens, it would be the third-strongest debut this year in India among offerings larger than $500 million, after LG Electronics India Lt ...

Near-term market sentiment may get an immediate test with the listing of ICICI Prudential AMC. A standout debut may set the tone for other fund houses preparing to go public. Read for free with your email on what could move markets today https://t.co/AUfcZJV4NS ...