Major asset managers are forecasting that Bitcoin will shatter its traditional four-year cycle and reach new all-time highs in 2026, driven by massive institutional capital inflows and regulatory clarity. Bitwise Chief Investment Officer Matt Hougan and Grayscale Research both project BTC will exceed its previous peak despite conventional wisdom suggesting 2026 should be a pullback year. Bitcoin has historically followed a four-year cycle tied to halving events, with three significant up years followed ...

Group 1 - The article discusses the concentration of market leadership and its potential implications for future returns, citing the dot-com bubble as a historical example where the top 10 stocks' market capitalization rose from 15% to 24% between 1997 and 2000 [1] - Long-duration bonds are regaining their role as core diversifiers as yields on long-term Treasuries and investment-grade corporates have climbed to levels more in line with historical averages, although medium-term declines in yields are anticipated [2] - The ultrawealthy have access to a private stock market for early-stage companies, creating a two-tier market where privileged investors can buy shares before public listings, leaving others with slower-growing options [3] Group 2 - The SEC's initiative to democratize access to private market investments has been criticized as an irresponsible move away from foundational securities laws, according to SEC Commissioner Caroline Crenshaw [4] - A proposed small-business provision could allow mutual funds and other investment companies to omit certain fees from their disclosures, raising concerns about investor protection and transparency [5] - A significant shift is occurring in defined contribution plans, with 25% of advisers likely to recommend alternative investments following a policy change by the Department of Labor [6] Group 3 - The article highlights the convergence of public and private markets, exemplified by BlackRock's shift from traditional asset management to a broader investment strategy [8] - The predictive power of fees on fund performance has strengthened in recent years, indicating a growing importance of fee structures in investment decisions [9] - Ares CEO has expressed skepticism regarding the value of retail partnerships that combine traditional and alternative products, despite exploring potential collaborations [10] Group 4 - Blackstone's BCRED has reported record fundraising and an increase in share repurchases, with an estimated 4.5% of shares outstanding repurchased in the fourth quarter [13]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Blue Owl Capital Inc. due to allegations of violations of federal securities laws, particularly concerning misleading statements and undisclosed liquidity issues [2][4]. Group 1: Legal Investigation and Claims - The firm is encouraging investors who suffered losses in Blue Owl between February 6, 2025, and November 16, 2025, to discuss their legal rights [1]. - A federal securities class action has been filed against Blue Owl, with a deadline of February 2, 2026, for investors to seek the role of lead plaintiff [2]. - The complaint alleges that Blue Owl and its executives made false statements regarding the company's asset base and liquidity issues, which misled investors about the company's business prospects [4]. Group 2: Financial Impact and Stock Performance - On November 16, 2025, it was reported that Blue Owl blocked redemptions in one of its private credit funds, which could lead to significant losses for investors [5]. - Following the news of the merger and redemption restrictions, Blue Owl's stock price fell by $0.85, or 5.8%, closing at $13.77 per share on November 17, 2025 [6]. - Investors in Blue Owl Capital Corporation II will lose the ability to redeem cash at the fund's Net Asset Value (NAV) after the merger, as they will exchange shares for publicly traded Blue Owl shares, which are trading approximately 20% below NAV [6].

Core Insights - Emerging markets debt, particularly the Neuberger Berman Emerging Markets Debt Hard Currency ETF (NEMD), is expected to perform well in 2026 following a strong showing in 2025, where it increased by 16.36% year-to-date as of December 8, 2025 [2][3] Group 1: Performance Drivers - The impressive performance of NEMD in 2025 was attributed to strong fundamentals across emerging markets, credible central bank policies, and resilient growth despite geopolitical volatility and macroeconomic challenges [4][6] - The ETF's portfolio includes significant allocations to bonds from commodities-exporting countries, which are currently favored by investors [6][7] Group 2: Future Outlook - The economic and financial fundamentals in emerging markets are broadly sound, with expectations of supportive monetary easing policies and a stable dollar, which could enhance performance in 2026 [7] - There is an anticipation of continued regionalization supporting emerging market economies, alongside favorable commodity prices benefiting exporters [7]

Core Insights - J.P. Morgan Asset Management's "Retirement by the Numbers" report emphasizes the need for improved plan design and participant support to enhance retirement security [1][2] Group 1: Participant Behavior and Financial Health - 48% of plan participants carry credit card debt, which increases the likelihood of taking loans from retirement plans and is associated with lower contribution rates and smaller account balances, reducing retirement readiness by up to 40% for older participants [1] - The average retiree spending declines by more than 30% between ages 60 and 85, with 60% of new retirees experiencing annual spending changes of 20% or more [2] Group 2: Plan Design and Contribution Strategies - Increasing contributions by just one percent starting at age 25 can help fund nine years of average Medicare-related expenses [2] - Nearly 70% of defined contribution participants are invested in target date funds, highlighting the importance of investment design and the glide path in achieving retirement success [3] Group 3: Importance of Personalized Solutions - The findings indicate that average income replacement needs vary widely based on pre-retirement salaries and Social Security benefits, underscoring the need for flexible, personalized retirement solutions [3] - Thoughtful plan features are essential to support long-term outcomes, as investment design alone cannot compensate for low savings rates [4]

Valued at a market cap of $12.3 billion, Franklin Resources, Inc. (BEN) is an investment management firm based in San Mateo, California. It provides asset management services to retail and institutional clients, offering a diversified range of investment products across equities, fixed income, multi-asset, alternatives, and ETFs. Companies worth $10 billion or more are typically classified as “large-cap stocks,” and BEN fits the label perfectly, with its market cap exceeding this threshold, underscoring ...

BOSTON--(BUSINESS WIRE)--State Street Corporation (NYSE: STT) today announced it has been appointed as the service provider to Dimensional Fund Advisors' ("Dimensional†) newly launched actively- managed UCITS ETFs. The initial funds listed are the Global Core Equity UCITS ETF and the Targeted Value UCITS ETF. The funds are domiciled in Ireland, regulated by the Central Bank of Ireland and listed in London and Frankfurt. This expands Dimensional's active ETF suite, after successful launches in Au. ...

The fund will focus on the small and mid-market, granting investors access to top-tier GPs thNEW YORK, Dec. 16, 2025 /PRNewswire/ -- J.P. Morgan Asset Management's Private Equity Group ("PEG") today announced the closing of its 12 flagship fund, PEG Global Private Equity XII ("GPE XII"). GPE XII closed above its $1.25 billion target at $1.44 billion. "We are pleased to announce the close of PEG Global Private Equity XII, reflecting strong investor demand for our flagship small and mid-market strategy," sai ...

NEW YORK, Dec. 16, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Blue Owl Capital Inc. ("Blue Owl Capital Inc." or the "Company") (NYSE: OWL) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Blue Owl Capital Inc. investors who were adversely affected by alleged securities fraud between February 6, 2025 and November 16, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra ...

Core Insights - Lawrence Fuller has 30 years of experience managing portfolios, starting at Merrill Lynch and later founding Fuller Asset Management, achieving his goal of independence [1] - Fuller Asset Management manages the Focused Growth portfolio on Dub, a copy-trading platform approved by US securities regulators, allowing retail investors to automatically copy chosen managers' trades [1] Company Overview - Fuller Asset Management (FAM) is a state-registered investment adviser led by Lawrence Fuller, who also manages the Focused Growth portfolio on Dubapp.com [3] - FAM offers educational content and investment strategies but does not make specific offers for securities or investments [3] Investment Strategy - The Portfolio Architect group, led by Fuller, focuses on an economic and market outlook that supports an all-weather investment strategy aimed at consistent risk-adjusted returns [1] - Features of the investment group include portfolio construction guidance, access to model portfolios, daily briefs, newsletters, technical and fundamental reports, trade alerts, and 24/7 chat support [1]