Core Viewpoint - The SPDR Gold Shares ETF has significantly outperformed Bitcoin, Nvidia, and the S&P 500 in 2023, highlighting gold's strong performance as a safe haven asset amid geopolitical and economic uncertainties [1][2]. Performance Comparison - The SPDR Gold Shares ETF has increased by 25% year to date, outperforming Palantir Technologies (down 12%) and Nvidia (up 3%) [1]. - The ETF has outperformed the S&P 500 by 23 percentage points year to date and by 52 percentage points over the last six months [2]. Hedge Fund Activity - Notable hedge fund managers, Israel Englander of Millennium Management and Ken Griffin of Citadel Advisors, have increased their holdings in the SPDR Gold Shares ETF, indicating confidence in gold as a strategic investment [6]. Gold as a Diversifier - Gold is recognized as an attractive portfolio diversifier due to its low correlation with stocks and bonds, making it appealing during periods of global tension and economic distress [4][5]. Historical Performance - Historical data shows that gold has provided a hedge during significant market downturns, with gold prices declining less than the S&P 500 during crises [5]. Geopolitical Factors - The demand for gold tends to rise during periods of geopolitical tension and economic uncertainty, which have been exacerbated by recent U.S. policies [8][9]. Future Price Predictions - Analysts have varying predictions for gold prices in 2026, with estimates ranging from $4,700 to $6,000 per ounce, reflecting differing views on the impact of geopolitical and economic factors [11].

Core Viewpoint - Prudential Financial Inc. is in the process of selling its loss-making India asset management unit, PGIM India Asset Management Pvt Ltd, after a decade of limited growth since its acquisition from Deutsche Bank AG [2] Group 1: Company Actions - PGIM Inc. has received bids from at least two local asset management firms, Groww Asset Management Ltd. and Edelweiss Asset Management, indicating interest in acquiring PGIM India Asset Management [1] - Negotiations for the sale are ongoing, but no deal has been finalized yet [2] Group 2: Financial Performance - PGIM's after-tax losses in India increased to over ₹23.5 crore (approximately $2.6 million) for the year ending March 2025, highlighting the financial struggles of the unit [4] Group 3: Industry Context - Global asset managers are actively investing in India, capitalizing on the country's equity boom, with recent investments from State Street Investment Management in Groww AMC and Westbridge Capital in Edelweiss AMC [3]

Q4 AND FULL-YEAR 2025 RESULTS Friday, January 30, 2026 Q4 AND FULL-YEAR 2025 RESULTS Key metrics – Q4 2025 vs Q3 2025 and FY 2025 vs FY 2024 | | Q4 2025 | Q3 2025 | FY 2025 | FY 2024 | | --- | --- | --- | --- | --- | | Investment outperformance1 3-/5-/10-year | 65/65/67% | 74/64/65% | 65/65/67% | 72/55/73% | | Total AUM | $493.2bn | $483.8bn | $493.2bn | $378.7bn | | Net flows | $0.0bn | $7.8bn | $56.5bn | $2.4bn | | U.S. GAAP diluted EPS | $2.62 | $0.92 | $5.23 | $2.56 | | Adjusted diluted EPS2 | $2.01 | $ ...

Exclusive: Prudential Financial’s India asset manager has received offers from at least two local bidders https://t.co/z8BtN1qWXE ...

With more than a trillion dollars of assets under management, Blackstone is the size of a G20 nation. Fittingly, its earnings report on Thursday featured some big, big numbers. There are the usual suspects: inflows of $71 billion in the final quarter, which pushed its capital base to nearly $1.3 trillion, yet another gargantuan record. Meanwhile, quarterly distributable earnings rose 4% year over year to $2.2 billion, impressing analysts who favor the free cash flow proxy metric. But the most crucial figu ...

The Trump administration is preparing for the president to nominate Kevin Warsh to be the next Federal Reserve chair, according to people familiar with the matter.President Donald Trump said Thursday he plans to announce his pick to lead the US central bank on Friday morning.The people, who requested anonymity to discuss matters not yet public, cautioned that the selection is not final until Trump makes a formal announcement.The White House and Warsh did not immediately respond to requests for comment.Warsh ...

President Trump plans to announce on Friday that he will name Kevin Warsh, the former Federal Reserve governor, replace Jerome Powell as Federal Reserve chair, The Post has learned.After meeting on Thursday with Warsh, a former Fed governor and Stanford University professor, Trump later called Warsh and asked him if he would accept the position — and he did, sources tell The Post.Rick Reider, a top executive at giant money manager BlackRock emerged as a top candidate in recent days. But Reider on Thursday w ...

Core Insights - S.A. Mason has initiated a new position in the Akre Focus ETF, purchasing 45,209 shares for approximately $2.96 million as of December 31 [1][2] - The Akre Focus ETF employs a focused investment strategy targeting companies with sustainable competitive advantages and strong management, aiming for long-term growth [6][9] - The ETF's price as of January 29 is $61.15, reflecting a 10% decline over the past year, contrasting with a 15% gain for the S&P 500 [3][10] Company Overview - The Akre Focus ETF has a market capitalization of $9.14 billion and operates within the financial services sector, specifically in asset management [4] - The fund focuses on high-quality U.S. equities and equity-like instruments, including preferred stocks and REITs, with a disciplined approach to valuation and portfolio turnover [9] Investment Strategy - The ETF prioritizes investments in businesses with proven management teams and attractive reinvestment opportunities, aiming to deliver consistent risk-adjusted returns [6][9] - The portfolio is concentrated, with top holdings including Mastercard, Visa, and Moody's, designed to reinvest at high incremental returns over long cycles [11] Performance Context - Since its launch in October, the Akre Focus ETF has underperformed, falling about 10%, while the S&P 500 has gained roughly 1% during the same period [10] - The concentrated strategy of the ETF is intended to complement broader exposure to mega-cap tech and index funds, suggesting a long-term investment perspective [12]

Group 1: Market Overview - The market has shown increased caution recently, with the S&P 500 down 0.5% and the NASDAQ 100 down even more, largely due to Microsoft experiencing its worst day since 2020, down 12% [2][3][7] - Bitcoin is undergoing a significant decline, down 6% [3] - There has been a notable shift in investor sentiment, with retail investors becoming more cautious, reflected in a decline in call buying activity and an increase in call selling [6][10][11] Group 2: Retail Investor Behavior - Retail investors are showing a more sophisticated trading behavior, moving away from purely directional bets to more complex strategies [10] - There is a significant increase in call selling and a pullback in bullish sentiment among retail investors, indicating a cautious outlook [11][12] - Retail interest is shifting towards small-cap stocks, which have underperformed in recent years, with a notable increase in call buying activity from this segment [14][15] Group 3: Private Markets Investment - BlackRock and Partners Group are launching a first-of-its-kind private markets investment account, allowing clients to invest in a mix of private equity, private credit, and real estate funds through a single account [18][20] - The new account aims to simplify access to private markets for financial advisors and clients, addressing the friction often associated with building a diversified portfolio [21][25] - The initiative reflects a growing interest from advisors in private markets, with over 50% of surveyed advisors currently utilizing these investment options [23][24] Group 4: Commodities and Metals - The copper market is experiencing a significant shortfall, with estimates of a shortage ranging from 300,000 to 800,000 tons, driven by high demand and supply interruptions [34][35] - There is a strong demand for base metals like copper and aluminum, with implications for mining companies as prices rise [40][41] - The interplay between base metals and precious metals is complex, with potential substitution effects as prices fluctuate [36][39] Group 5: AI and Technology Investments - Amazon is reportedly in talks to invest up to $50 billion in OpenAI, highlighting the substantial financial interest in AI technologies [60][61] - The valuation of OpenAI is projected to reach $830 billion, indicating a significant market presence and potential for future growth [62] - The AI narrative is evolving, with a shift from a collective rise in tech stocks to a more selective approach where winners and losers are being identified based on performance [81][82]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased securities of Blue Owl Capital Inc. during the specified Class Period of the upcoming lead plaintiff deadline on February 2, 2026 [1]. Group 1: Class Action Details - Investors who purchased Blue Owl securities between February 6, 2025, and November 16, 2025, may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by February 2, 2026 [3]. - Investors can join the class action by visiting the provided link or contacting the law firm directly for more information [6]. Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions, highlighting their own achievements in this area [4]. - The firm has secured significant settlements for investors, including over $438 million in 2019 alone, and has been consistently ranked among the top firms for securities class action settlements since 2013 [4]. Group 3: Case Allegations - The lawsuit alleges that during the Class Period, Blue Owl made false or misleading statements regarding its asset base and liquidity issues, which were not disclosed to investors [5]. - It is claimed that Blue Owl faced pressure from business development companies (BDCs) redemptions, leading to potential limitations or halts on redemptions, which were downplayed in public statements [5].