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Options-Based ETFs: What 2026 Holds for These Rising ETFs
Etftrends· 2026-01-16 19:47
See more: China Underrated? Get China Equities in Emerging Markets ETF GEM Goldman Sachs has made some notable moves within that space. The firm announced last month that it would acquire one of the most active shops within options-based ETFs, Innovator Capital Management. The move brings Innovator's suite of "defined outcome†ETFs, often described as buffer ETFs, under Goldman Sachs' roof. Those ETFs use options and a combination of upside and downside limits to chase more predictable returns and income. Th ...
What a 4% Withdrawal Rate Really Means When Social Security Falls Short
Yahoo Finance· 2026-01-16 19:08
Quick Read Schwab Dividend ETF (SCHD) yields 3.81% and generates $19,000 annually from $500,000 without selling shares during downturns. SCHD provides income regardless of market conditions. The S&P 500 gained 16.8% but requires liquidating shares to access funds. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. When Social Security covers only half your retirement spending, the other half must come ...
RJF to Buy Clark Capital to Strengthen Asset Management Business
ZACKS· 2026-01-16 17:10
Key Takeaways Raymond James agreed to buy Clark Capital, a Philadelphia-based asset manager with more than $46B in assets.Clark Capital will operate as a standalone boutique within Raymond James Investment Management.RJF expects the deal to strengthen its multi-boutique platform and expand advisor-focused solutions.Raymond James Financial, Inc. (RJF) has agreed to acquire Clark Capital Management Group, a Philadelphia-based asset management company with more than $46 billion in discretionary assets under ma ...
BlackRock, Inc. (BLK) to Invest $333.6M in India’s Aditya Birla Renewables Limited
Yahoo Finance· 2026-01-16 15:26
Group 1 - BlackRock Inc. is seeking regulatory clearance in India to acquire a stake in Aditya Birla Renewables Limited, indicating its commitment to expanding in the renewable energy sector [1] - The company plans to invest $333.6 million in Aditya Birla Renewables, which operates in solar, wind, and battery storage, owning a portfolio of 4.3GW across 10 Indian states [2] - This investment aligns with India's significant energy transformation and growing demand for renewable energy driven by decarbonization efforts [2] Group 2 - BlackRock confirmed a 6.72% stake in Ireland's Avadel Pharmaceuticals, enhancing its exposure in the healthcare sector [2] - Morgan Stanley has reiterated an Overweight rating on BlackRock, setting a price target of $1,514, reflecting confidence in the company's expansion in private markets and technology solutions [2] - BlackRock is the world's largest asset manager, managing trillions of dollars in assets across various investment vehicles, including stocks, bonds, and real estate [2]
2026年私募首备案!中泰前首席“奔私”,曾因逆向买入油气股大赚
Hua Xia Shi Bao· 2026-01-16 13:55
伍峰私募登记为私募证券投资基金管理人 本报(chinatimes.net.cn)记者栗鹏菲 叶青 北京报道 2026年首家完成备案的证券私募管理人落地。根据中国证券投资基金业协会公示信息,伍峰私募基金管 理(上海)有限公司于2026年1月12日正式登记为私募证券投资基金管理人。该公司由中泰证券资产管 理有限公司前首席投资官徐志敏发起设立,其"奔私"动向此前已在业内引发关注。 伍峰私募成立于2025年10月22日,注册资本与实缴资本均为1000万元人民币,注册地与办公地分别位于 上海市虹口区与浦东新区。股权穿透后显示,公司的实际控制人为徐志敏,其通过直接和间接方式合计 持有92.5%的股份。目前公司共有5名全职员工,合规风控负责人崔莹莹曾任职于百亿量化私募衍复投 资等机构,负责合规事务。 19年老将的投资路径与业绩记录 徐志敏是此次创业的灵魂人物。公开履历显示,他拥有复旦大学理学硕士学位,职业生涯起步于国泰君 安资产管理部,随后任职于齐鲁证券(后更名为中泰证券)及中泰证券资管,历任研究员、投资经理、 权益投资部总经理、首席投资官至总经理助理。他在中泰证券资管任职超过十年,离职前管理的主动权 益资产规模接近150 ...
Focus On What Matters When Investing
Seeking Alpha· 2026-01-16 13:51
Core Insights - Lawrence Fuller has 30 years of experience managing portfolios for individual investors and founded Fuller Asset Management to achieve independence [1] - Fuller Asset Management manages the Focused Growth portfolio on Dub, a copy-trading platform approved by US securities regulators [1] - The Portfolio Architect group led by Fuller focuses on an all-weather investment strategy aimed at consistent risk-adjusted market returns [1] Company Overview - Fuller Asset Management (FAM) is a state-registered investment adviser [3] - The firm provides educational information and does not intend to solicit specific securities or investment strategies [3] - FAM emphasizes that past performance should not be relied upon without understanding market conditions and investment constraints [3] Investment Strategy - The Portfolio Architect offers portfolio construction guidance, an "All-Weather" model portfolio, and a dividend and options income portfolio [1] - Additional features include daily briefs on current events, a week-ahead newsletter, technical and fundamental reports, trade alerts, and 24/7 chat support [1]
Strive Announces the Completion of Semler Scientific Acquisition
Globenewswire· 2026-01-16 13:40
Group 1: Acquisition and Corporate Strategy - Strive, Inc. has successfully completed the acquisition of Semler Scientific, making it the 11 largest public corporate holder of bitcoin globally with approximately 12,797.9 bitcoin [1] - The company aims to monetize the operating business from the Semler Scientific subsidiary by expanding its focus on early disease detection products under the leadership of newly appointed Chief Strategy Officer Avik Roy [2] Group 2: Leadership and Expertise - Avik Roy, who has a background in science from MIT and medical training from Yale, has extensive experience in biotech and healthcare, having worked at Bain Capital and J.P. Morgan [3] - Eric Semler, former chairman of Semler Scientific, has joined Strive as an independent board member, while Joe Burnett, previously director of Bitcoin Strategy for Semler Scientific, has taken on the role of VP of Bitcoin Strategy at Strive [4] Group 3: Company Overview - Strive is the first publicly traded asset management Bitcoin treasury company, focused on increasing Bitcoin per share to outperform Bitcoin over the long run, managing over $2 billion in assets since launching its first ETF in August 2022 [5] - Semler Scientific is recognized as a leader in medical devices and software for chronic diseases, with its flagship product QuantaFlo providing rapid point-of-care testing for peripheral arterial disease [6]
百亿元私募基金经理收益榜出炉:量化策略占前十半席,久期、灵均排名靠前
Sou Hu Cai Jing· 2026-01-16 13:35
百亿元私募基金经理2025年收益排名前十 本报(chinatimes.net.cn)记者张玫 北京报道 私募行业2025年度业绩榜单正式揭晓,在百亿级私募的收益前十强中,量化策略基金经理强势占据半数 席位。 博瑞私募基金投资总监吴煊对《华夏时报》记者表示,量化交易的优势在于交易择时和选股范围,前者 可以通过增加交易频次来实现收益累加的效果,后者则是弥补主观多头策略的行业及热点覆盖面不足的 短板,利于把握热点轮动节奏来提高收益。 融智投资FOF基金经理李春瑜对《华夏时报》记者表示,量化策略的主要优势在于,纪律性强,能规避 情绪干扰,在震荡市中控制回撤更优;借助多因子与AI技术广泛覆盖市场,高效捕捉中小盘机会,并 快速迭代适应变化;风控体系完善,有助于缩小产品收益差距。 百亿元私募:前十收益门槛超52% 私募排排网最新数据显示,截至2025年12月31日,共有574位基金经理符合业绩展示标准,其中股票策 略基金经理占352个席位。私募基金经理在2025年收益均值约为33.39%,收益中位数约为24.32%,跑赢 同期上证指数的18.41%。 在管理规模100亿以上的私募机构组别中,共有74位基金经理满足业绩展示条 ...
Intercontinental Exchange, Apollo And A Tech Stock On CNBC’s ‘Final Trades’ - Apollo Asset Management (NYSE:APO), Intercontinental Exchange (NYSE:ICE)
Benzinga· 2026-01-16 13:01
On CNBC's “Halftime Report Final Trades,” Malcolm Ethridge, managing partner at Capital Area Planning Group, said ServiceNow, Inc. (NYSE:NOW) is starting to separate itself from the rest of the software herd.As per the recent news, authID Inc on Thursday announced a new identity verification integration with ServiceNow. The move aims to strengthen security for contact centers amid increasing fraud risks.Bill Baruch, founder & president of Blue Line Capital, said he likes Intercontinental Exchange, Inc. (NYS ...
Mount Logan Capital Inc. Prices $40.0 Million Senior Notes Offering
Globenewswire· 2026-01-16 12:00
NEW YORK, Jan. 16, 2026 (GLOBE NEWSWIRE) -- Mount Logan Capital Inc. (Nasdaq: MLCI) (“Mount Logan”, “MLCI”, or the “Company”) today announced that it has priced its previously announced underwritten public offering of $40.0 million in aggregate principal amount of 8.00% senior unsecured notes due 2031 (the “Notes”). The Notes will mature on January 31, 2031, and may be redeemed in whole or in part at any time or from time to time at the Company’s option on or after January 31, 2028. The Notes will be issued ...