Core Insights - Institutional and individual investors are increasingly allocating capital to alternative investments such as private equity and real estate for higher long-term returns, diversification, and inflation hedging [1] Group 1: Market Trends - Private market revenues are projected to reach $432.2 billion by 2030, representing over half of the global asset management industry's revenues [2] - Regulatory reforms and new fund structures, including semi-liquid funds, are facilitating broader participation in private markets [2] - U.S. legislation now permits alternative investments within 401(k) retirement plans, enhancing accessibility for individual investors [2] Group 2: Investor Sentiment - 72% of Gen Z and millennial investors believe achieving above-average returns solely through traditional stocks and bonds is no longer feasible [3] - 17% of surveyed investors currently allocate their portfolios to alternatives, with 93% planning to increase this allocation in the coming years [3] - 92% of financial advisors incorporate alternative investments in client portfolios, with 91% intending to increase allocations over the next two years [3] Group 3: Barriers and Opportunities - Historically, access to private equity markets was restricted to institutional investors and high-net-worth individuals due to regulatory hurdles and high minimum investments [4] - Individual investors hold about 50% of the $275 trillion to $295 trillion in global assets under management, but only 16% of AUM in alternative investment funds [5] - Fewer than 15% of companies with revenue over $100 million are publicly held, limiting public investors' exposure to the broader economy, which drives interest in alternative investments [5]

Core Insights - U.S. indices are near all-time highs, prompting investors to seek diversification beyond U.S. equities [1] - Voya Global Advantage and Premium Opportunity are highlighted as potential options for diversification [1] - A hybrid investment strategy combining dividend growth stocks, Business Development Companies, REITs, and Closed End Funds is suggested to enhance income while achieving total returns comparable to traditional index funds [1] Investment Strategy - The strategy focuses on high-quality dividend stocks and assets with long-term growth potential [1] - The approach aims to create a balance between income generation and total return, aligning with the performance of the S&P [1] - The use of a diversified portfolio can effectively boost investment income while maintaining risk levels similar to traditional investments [1]

Valued at a market cap of $120.2 billion, KKR & Co. Inc. (KKR) is a global alternative investment firm based in New York. It specializes in private equity, credit, real assets, infrastructure, and insurance solutions. Companies worth $10 billion or more are typically classified as “large-cap stocks,” and KKR fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the asset management industry. The company leverages deep industry expert ...

Core Insights - Virtune, a Swedish regulated crypto asset manager, is expanding its collaboration with table tennis star Truls Möregårdh, who has recently achieved significant success in his sport [1][3][5] - The company is experiencing rapid growth in the Nordic region and is now entering the German market, aiming to provide a safer and regulated investment avenue for both retail and professional investors [2][6] - Truls Möregårdh's innovative and entertaining approach to table tennis aligns with Virtune's values of exploration and curiosity in investment strategies, making him an ideal ambassador for the brand [4][5] Company Overview - Virtune is a regulated crypto asset manager and issuer of 100% physically backed exchange-traded products (ETP), having launched its first ETP on Nasdaq Stockholm in May 2023 [6] - The company currently manages approximately SEK 3.2 billion in assets and has gained the trust of over 150,000 institutional and private investors [6] - Virtune emphasizes investor protection, transparency, and innovation, with a strong commitment to educating the market about crypto assets and ETPs [7]

Core Viewpoint - Dividend-paying stocks provide three avenues for profit: capital appreciation, cash dividends, and increasing payouts over time, making them attractive investments [2]. Group 1: Overview of Dividend-Focused ETFs - Fidelity offers three notable dividend-focused ETFs that have outperformed the S&P 500 while providing higher dividend yields [1][3]. - The ETFs are designed to reflect the performance of dividend-paying companies, focusing on both growth and income [7]. Group 2: Performance and Key Metrics - Fidelity High Dividend ETF (FDVV) has a recent dividend yield of 3.02% and a 5-year average annual return of 16.34% [6][7]. - Fidelity International High Dividend ETF (FIDI) boasts a higher dividend yield of 4.30% and has performed well due to a weakening dollar [10][11]. - Fidelity Total Bond ETF (FBND) offers a dividend yield of 4.60%, focusing on diversification through bonds [13][14]. - Vanguard S&P 500 ETF (VOO) has a lower dividend yield of 1.12% but is included for comparison with the Fidelity offerings [15]. Group 3: Investment Requirements - To generate $100,000 in annual dividends from FDVV, an investment of approximately $3.125 million is needed [9]. - For FIDI, an investment of about $2.3 million is required to achieve the same annual dividend income [12]. - The Total Bond ETF requires around $2.18 million for $100,000 in annual dividends [14]. - The Vanguard S&P 500 ETF necessitates over $8 million for the same dividend income target [15].

Kirsty Craig, David Woodhead, and Michael Duncan are among this year's tech fellows.BlackRock BlackRock announced that 5 new technologists are joining its elite Tech Fellows program. Tech Fellows help drive BlackRock's technology strategy and culture. Meet the five newest fellows, who span operations and geographies. The holidays came early for five BlackRock employees, who joined an elite circle of some of the firm's most accomplished technologists on Tuesday. They became members of BlackRock's ...

Company Overview - Picton Mahoney Asset Management is a portfolio management boutique founded in 2004 and is 100% employee-owned [3] - The firm specializes in differentiated investment solutions and rules-based volatility management, helping clients fortify their portfolios through various market cycles [2] - As of November 30, 2025, Picton Mahoney manages over $16.5 billion in assets [3] Recent Announcement - On December 16, 2025, Picton Mahoney announced a cash distribution of $0.1281 per unit for the ETF units of the PICTON Market Neutral Equity Alternative Fund [1] - Unitholders of record as of December 22, 2025, will receive this cash distribution payable on December 31, 2025 [1]

Group 1 - Picton Mahoney Asset Management declared a quarterly cash distribution of $0.1180 per unit for the ETF units of the PICTON Income Fund, payable on December 31, 2025, to unitholders of record as of December 22, 2025 [1] - The firm specializes in differentiated investment solutions and rules-based volatility management, helping clients strengthen their portfolios through various market cycles [2] - As of November 30, 2025, Picton Mahoney manages over $16.5 billion in assets and offers a full suite of investment solutions, including mutual and alternative funds [3]

TORONTO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- (TSX: PFAE) Picton Mahoney Asset Management announced today that it has declared the December 2025 year-end cash distribution of $0.0887 per unit for the ETF units (“ETF Units”) of the PICTON Long Short Equity (130/30) Alternative Fund. Unitholders of record of the ETF Units, at the close of business on December 22, 2025, will receive a per-unit cash distribution payable on December 31, 2025. About Picton Mahoney Asset Management Picton Mahoney Asset Management spe ...

Building wealth through investing isn’t about getting rich quick or timing the market perfectly. According to financial experts at Fidelity, successful investing comes down to developing smart habits that compound over time. Here are six proven habits that can help you build long-term wealth and achieve financial wellness. Discover Next: Self-Made Millionaires Suggest 5 Stocks You Should Never Sell Read This: 6 Safe Accounts Proven To Grow Your Money Up To 13x Faster Stay the Course During Market Volatili ...