Thanks to our global coverage, we've ramped up our global macro commentary on our marketplace service here on Seeking Alpha, The Value Lab . We focus on long-only value ideas, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value investor serious about protecting your wealth, we at the Value Lab might be of inspiration.The Jap ...

Group 1 - The article discusses the 2025 Financial Education Promotion Week, emphasizing the importance of safeguarding financial rights and enhancing quality of life through financial literacy initiatives [1] - The fund industry is actively participating in this campaign, aiming to raise awareness and educate the public about financial management and investment strategies [1] Group 2 - The MACD golden cross signal has formed, indicating a potential bullish trend in certain stocks, which may present investment opportunities for market participants [3] - The article highlights that stocks showing positive momentum in response to this signal could be worth monitoring for potential gains [3]

Group 1 - The article highlights the importance of financial education in safeguarding financial rights and enhancing quality of life, particularly during the 2025 Financial Education Promotion Week [1] - The fund industry is actively participating in initiatives aimed at promoting financial literacy and awareness among the public [1] Group 2 - The MACD golden cross signal has formed, indicating a positive trend for certain stocks, suggesting potential investment opportunities [1]

专题：2025金融教育宣传周：保障金融权益 助力美好生活 基金行业在行动 责任编辑：石秀珍 SF183 MACD金叉信号形成，这些股涨势不错！ ...

为了改变这个局面，《推动公募基金高质量发展行动方案》推出了"浮动费率改革"，核心就是让管理费 和基金业绩"挂钩"：基金做得好，公司才能多收钱；做得差，就少收钱。 具体怎么操作？举个例子，新成立的主动权益基金，会先定一个"业绩比较基准"（比如跟沪深300指数 比）：如果基金业绩达到这个基准，就收正常的"基准费率"；要是明显低于基准，就收"低档费率"（基 金公司赚得少）；要是远超基准，才收"升档费率"。而且要求大基金公司一年内发的这类基金，得占它 主动权益基金的60%以上，之后再慢慢推广到全行业。 专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 作者：新浪仓石基金 买基金的朋友可能都有过疑问：为啥不管基金帮我赚没赚钱，都要交管理费？其实之前公募基金大多 用"固定费率"模式，比如买1万元主动权益基金，每年通常要交150元左右（费率1.5%），哪怕基金亏 了，这笔管理费也得照交。 这种模式引发了一个局面：有些基金公司更在意"做大规模"—— 规模越大，固定费率下赚的管理费越 多，反而不太重视投资者到底赚没赚钱。时间久了，就出现"基金净值涨了，但投资者没赚到钱"、"基 金公司赚管理费，投资者亏本金"的情况， ...

Group 1 - The total scale of domestic ESG funds is projected to reach 10,223 billion yuan by September 1, 2025, an increase of 314 billion yuan compared to the end of 2024 [1][3] - Approximately 87% of the 107 ESG-themed funds have positive returns this year, with the highest return exceeding 65% [1][2] - In August, six new ESG funds were launched, including the Rongtong Zhongzheng Chengtong Central Enterprise ESG ETF, which became the largest initial scale of an off-market ESG index fund in China's public fund history at 9.6 billion yuan [2][3] Group 2 - The highest return among ESG funds this year is from the Caitong Sustainable Mixed Fund, achieving a return rate of 65.77%, focusing on sectors like AI, high-end manufacturing, and healthcare [2][3] - Other notable ESG funds include Huatai-PB ESG Sustainable Growth Stock A with over 50% return, and several funds with returns exceeding 30% [2][3] - Fund managers express optimism about the investment value in the AI industry, emphasizing a long-term perspective to capture related investment opportunities [3][4] Group 3 - The fund managers are focusing on sectors such as AI computing power, medical CRDMO companies, and global leaders in white goods and energy storage batteries [4][5] - The investment strategy includes a balanced allocation across various industries, with a focus on companies with strong cash flow and solid balance sheets to mitigate macroeconomic uncertainties [5]

在业内人士看来，基金经理数量增长或与公募产品数量扩容、市场管理规模提升有关。这需要更多专业 人才支撑。 数据显示，目前公募基金经理数量已达4072人，相较去年同期的3856人增加了216人，增幅为5.6%。拥 有基金经理超100人的有6家公募机构，包括华夏基金、易方达基金、南方基金和嘉实基金等，而去年同 期仅有3家公募机构基金经理超100人。 资讯数据显示，截至9月21日，月内全市场增聘公募基金经理48人，基金经理总数已突破4000人。其 中，6家公募机构分别拥有基金经理超百人。 从离任角度来看，9月份以来有33名基金经理离任，相较去年同期的19人有所增长。从离任原因来看， 包括个人原因和公司内部调整等。例如，9月20日国联基金发布基金经理变更公告称，国联成长优选混 合基金经理王可汉因个人原因目前已离任；同日，财通智慧成长混合公告称，原基金经理金梓才因"投 资管理需要"已离任。 9月份以来，中小型公募机构离任基金经理数量较多。数据显示，国联基金本月已有4名基金经理离任， 西部利得基金、太平基金、创金合信基金等均有2名基金经理离任。此外，摩根基金、贝莱德基金、博 时基金和中银基金等多家机构，也都有不同数量的基金 ...

Group 1 - The CEF/ETF Income Laboratory manages closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable yields of approximately 8% to facilitate income investing [1][2] - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [2] - The majority of holdings in the portfolios are monthly-payers, which enhances compounding and smooths income streams for investors [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3] - The CEF/ETF Income Laboratory includes a community of over a thousand members focused on finding the best income ideas [2]

Group 1 - The primary goal of the "High Income DIY Portfolios" Marketplace service is to achieve high income with low risk and capital preservation [1] - The service provides DIY investors with essential information and portfolio/asset allocation strategies aimed at creating stable, long-term passive income with sustainable yields [1] - The portfolios are specifically designed for income investors, including retirees or near-retirees, and include seven different portfolios: 3 buy-and-hold, 3 rotational portfolios, and a 3-bucket NPP model portfolio [1] Group 2 - The offerings include two high-income portfolios, two dividend growth investing (DGI) portfolios, and a conservative NPP strategy portfolio characterized by low drawdowns and high growth potential [1]

Core Insights - The first interest rate cut of 2025 is anticipated to influence income funds positively, particularly those with a portfolio of debt investments [1] Group 1: Investment Strategies - A hybrid investment strategy combining classic dividend growth stocks, Business Development Companies, REITs, and Closed End Funds is suggested to enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1]