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上证鹰·金阳光五年卓越私募基金经理奖
Shang Hai Zheng Quan Bao· 2025-12-17 19:52
Group 1 - The document lists various investment management companies based in Shanghai and Shenzhen, indicating a concentration of asset management firms in these regions [1] - Notable firms mentioned include Shanghai Mingcun Investment Management Co., Ltd. and Shenzhen Huahuan Hexin Private Securities Fund Management Co., Ltd., highlighting the diversity in investment strategies and management styles [1] - The document also includes names of key individuals associated with these firms, suggesting a network of experienced professionals in the investment management industry [1]
Value of gold as potential monetary hedge has reemerged, says First Eagle's McLennan
Youtube· 2025-12-17 19:17
So, who do the markets want in the Fed chair position. What's really at stake in that race. And how much risk is there in the AI trade right now.Let's bring in Peter Bookvar. He's the chief investment officer at OnePoint BFG and a CNBC contributor. And Matthew McClennon is co-head of the global value team at First Eagle.By the way, lead manager, five-star rated Morning FAR Fund, Global uh First Eagle Global Fund, up 19% this year, outperforming the S&P. So, you get a little pat on the back. Um, and you can ...
Vanguard highlights the 2 best stock investments for next 5-10 years
Business Insider· 2025-12-17 19:04
Core Viewpoint - Vanguard identifies value stocks and non-US developed market stocks as the top equity investments for the next five to ten years, moving away from the high-flying tech sector that has dominated recent market performance [1][2]. Investment Outlook - Vanguard's 2026 outlook report predicts US value stocks will yield an annual return of 7% over the next decade, while non-US developed market stocks are expected to return 6% per year [2]. - Non-US developed market stocks, which include countries like the UK, Japan, and Germany, have significantly outperformed US stocks, with a 30.3% increase in the Vanguard Tax Managed Fund FTSE Developed Markets ETF (VEA) compared to a 15% gain in the S&P 500 [6]. Sector Analysis - The report suggests that value-oriented sectors such as industrials, financials, and select consumer segments are better positioned to benefit from AI adoption, potentially leading to efficiency gains and earnings growth [4]. - Vanguard notes that both value stocks and non-US developed market stocks have not fully priced in the long-term benefits of AI, making them attractive investments [4]. Market Trends - A rotation towards value and non-US stocks is currently observed, with the Vanguard S&P 500 Value ETF (VOOV) and VEA increasing by 2.7% and 1.6% respectively, while the Vanguard Information Technology Index Fund ETF (VGT) has decreased by 1.4% [5]. - Vanguard acknowledges the ongoing AI investment cycle is only 30%-40% towards its peak, indicating potential risks for tech stocks amid growing competition and capital expenditure pressures [6][7]. Investment Vehicles - For investors interested in US value stocks and non-US developed market stocks, recommended funds include the iShares Core S&P US Value ETF (IUSV) and the Schwab International Equity ETF (SCHF), in addition to Vanguard's offerings [8].
Pimco's New Alternatives Push Gathers $7 Billion
Yahoo Finance· 2025-12-17 18:44
Pimco raised more than $7 billion for an asset-based finance strategy, including its first funds designed exclusively for insurance companies and wealthy individuals. That's according to a person familiar with the matter. Bloomberg's Laura Benitez reports on "Bloomberg Markets" with Scarlet Fu. ...
Meet BlackRock's tech 'translator' spearheading agentic AI at the world's largest money manager
Yahoo Finance· 2025-12-17 18:28
Core Insights - Kirsty Craig has been recognized as a Tech Fellow at BlackRock, highlighting her significant contributions to the firm's investment technology and AI strategy [2][8] - Craig's work focuses on the development of Asimov, an AI platform designed to enhance the firm's fundamental equity business by automating workflows and research processes [3][7] - BlackRock continues to emphasize technological innovation as a key component of its strategy to manage $13.5 trillion in assets [3][4] Group 1: Recognition and Role - Craig is one of five new Tech Fellows at BlackRock, a distinction awarded to only a select few within the firm [2] - She is the only woman and the only fellow not directly working within the Aladdin platform, which is central to BlackRock's data analytics and risk management [2][5] - Her team consists of around 60 professionals, including software engineers and data scientists, who collaborate across various investment capabilities [5] Group 2: Impact on AI and Investment - The Asimov platform, which Craig helped develop, represents a significant advancement in how BlackRock utilizes AI to streamline investment processes [3][7] - Craig's collaborative approach and innovative mindset have positioned her team at the forefront of applying AI in investment strategies [7] - The recognition of Craig as a Tech Fellow underscores the importance of integrating technology and investment research within the asset management industry [2][8]
Morningstar flags 7 low-cost international ETFs and funds for investors looking to diversify their portfolios
Yahoo Finance· 2025-12-17 18:15
CHARLY TRIBALLEAU / AFP via Getty Images Wall Street has been buzzing about international stocks heading into 2026. Global equities offer diversification out of crowded US markets amid concerns about an AI bubble. Morningstar highlighted international ETFs with the lowest cost for investors to consider. Some of the best opportunities in the market next year could be outside the US. That's the outlook among a growing chorus of forecasters on Wall Street, who say international stocks could be among ...
Oracle Feels Pressure as Rising Debt Complicates the AI Data Center Narrative
Investing· 2025-12-17 17:15
Market Analysis by covering: Oracle Corporation, Blue Owl Capital Inc. Read 's Market Analysis on Investing.com ...
SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Blue Owl Capital Inc. (NYSE: OWL)
Globenewswire· 2025-12-17 17:15
NEW YORK, Dec. 17, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the securities of Blue Owl Capital Inc. (“Blue Owl” or the “Company”) (NYSE: OWL) between February 6, 2025 through November 16, 2025, inclusive (the “Class Period”). Should You Join This Class Action Lawsuit” Do you, or did you, own shares of Blue Owl Capital Inc. (NYSE: OWL)?Did you purchase your shares bet ...
USHY: Keep Holding And Observing The Labor Market (BATS:USHY)
Seeking Alpha· 2025-12-17 16:58
Core Viewpoint - The iShares Broad USD High Yield Corporate Bond ETF (USHY) offers low-cost access to the high-yield corporate bond market in US dollars, which typically involves higher credit risk [1] Group 1 - The ETF is managed by BlackRock, a prominent investment management company [1] - High-yield bonds are characterized by their higher credit risk compared to investment-grade bonds [1]
Janus Henderson Concentrated Growth Managed Account Q3 2025 Portfolio Review
Seeking Alpha· 2025-12-17 16:25
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