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Mount Logan Capital Inc. Prices $40.0 Million Senior Notes Offering
Globenewswire· 2026-01-16 12:00
NEW YORK, Jan. 16, 2026 (GLOBE NEWSWIRE) -- Mount Logan Capital Inc. (Nasdaq: MLCI) (“Mount Logan”, “MLCI”, or the “Company”) today announced that it has priced its previously announced underwritten public offering of $40.0 million in aggregate principal amount of 8.00% senior unsecured notes due 2031 (the “Notes”). The Notes will mature on January 31, 2031, and may be redeemed in whole or in part at any time or from time to time at the Company’s option on or after January 31, 2028. The Notes will be issued ...
Stocks: ‘Dedollarization’ is dead—investors discount Trump's drama as they pile into U.S. assets
Fortune· 2026-01-16 11:46
There is a conflict between Wall Street analysts right now over the right strategy for dealing with U.S. dollar-denominated assets. Some, like Pimco chief investment officer Dan Ivascyn, have recommended investors diversify out of U.S. equities because the Trump administration is so unpredictable. And analysts at ING have been pushing a “sell America” argument for a while now, noting that the 9% decline in the value of the dollar over the last 12 months has imposed a harsh haircut on anyone who bought U.S. ...
Nasdaq Futures Climb on AI Optimism
Yahoo Finance· 2026-01-16 11:23
“If earnings continue to beat expectations and economic data remains supportive, the likely path remains advance, backfill, then advance again,” said Kenny Polcari at SlateStone Wealth.The Labor Department’s report on Thursday showed that the number of Americans filing for initial jobless claims in the past week unexpectedly fell by -9K to a 6-week low of 198K, compared with the 215K expected. Also, the U.S. Philly Fed manufacturing index rose to a 4-month high of 12.6 in January, stronger than expectations ...
PCQ: Even At A Pop Higher, Value In This Muni Fund Remains
Seeking Alpha· 2026-01-16 10:56
Core Insights - The article evaluates the PIMCO California Municipal Income Fund (PCQ) as a potential investment option at the current market price, focusing on its investment in California municipal bonds [1]. Investment Strategy - The investment strategy emphasizes quality, diversification, and long-term focus, while avoiding high-risk pursuits and unverified advice [1]. - The fund aims for safe and reliable yields of approximately 8%, utilizing high-yield opportunities in the CEF and ETF fund space [1]. Fund Features - The fund primarily invests in municipal bonds, contributing to managed income portfolios that cater to both active and passive investors [1]. - A significant feature of the fund is that the majority of its holdings are monthly-payers, which facilitates faster compounding and steady income streams [1].
'Markets are callous': Why stocks aren't fazed by Iran, Greenland or Venezuela
CNBC· 2026-01-16 10:44
Market Reactions to Geopolitical Events - Despite significant geopolitical tensions, including U.S. military threats and actions in Venezuela and Iran, equity markets have shown resilience, with the S&P 500 up approximately 1.5% year-to-date and the Dow Jones Industrial Average gaining close to 3% [2][3] - The Nasdaq Composite has also increased by 1.2%, indicating a general upward trend in major U.S. stock indices [3] - European stocks have similarly risen, with the pan-European Stoxx 600 increasing nearly 4% [13] Investor Sentiment and Market Dynamics - Market analysts suggest that investors are currently viewing geopolitical events in isolation, leading to a lack of significant market reaction [4][8] - The muted response from markets is attributed to a "growing inurement" to President Trump's rhetoric and actions, with investors waiting for concrete developments before adjusting their portfolios [9][11] - Historical patterns indicate that equity markets often perform well following spikes in geopolitical risk, as long as these events do not significantly impact economic fundamentals [15][16] Regional Market Performance - The MSCI AC Asia Pacific Index has risen over 5% this year, reaching record highs, driven by factors such as policy stimulus and expectations of continued earnings growth [16][18] - Japan's Nikkei 225 and South Korea's Kospi have also achieved all-time highs, reflecting strong regional market performance [16] - Analysts note that the absence of major oil shocks and the expectation of easier monetary policy are supporting this growth, with geopolitical events not currently causing significant disruptions in oil prices [17][19]
U.S. Stock Market futures are up in Friday morning pre-market. Check factors that will drive S&P 500, Dow Jones, Nasdaq today
The Economic Times· 2026-01-16 09:33
U.S. Stock Market Factors to Watch Out on FridayThe frenzy around AI has sent Nvidia and other superstar stocks to dizzying heights, stirring criticism that their prices had shot too high. Nvidia rose 2.1 per cent on Thursday after TSMC’s Chief Financial Officer Wendell Huang said it’s seeing “continued strong demand” in an encouraging signal for the entire AI industry.TSMC’s stock that trades in the United States rose 4.4 per cent on Thursday. Wall Street steadied on Thursday as stocks related to artificia ...
2025年公募混合类理财榜单出炉!12只产品收益率超20%
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-16 09:12
数据说明: 产品统计范围为理财公司发行的公募混合类产品(投资周期不限),统计截止日期为2025年12月31日, 统计区间为2025年度。 一、市场表现 2025年A股市场整体表现强劲,主要宽基指数全线收涨。截至12月31日,创业板指以49.57%的涨幅领 跑,深证成指上涨29.87%,上证指数上涨18.41%,沪深300上涨17.66%。科创类指数表现尤为突出,科 创200指数大涨59.31%,创业板50指数上涨57.45%。 港股市场同样表现亮眼,恒生指数全年上涨27.77%,创2017年(+36%)以来最大年度涨幅;恒生科技指 数上涨23.45%,恒生中国企业指数上涨22.27%,恒生港股通指数上涨32.21%,核心指数涨幅领跑全球 主要资本市场。 债券市场则截然相反,受货币政策预期修正、股债跷板效应等多重影响,2025年利率债市场结束连续两 年的单边牛市,进入震荡调整阶段;10年期国债收益率波动上行,最高突破1.9%;信用债市场整体表 现优于利率债,收益率震荡下行,AA+级3年期中短票信用利差收窄21–28BP。 具体到产品业绩分布来看,超过七成产品的净值增长率分布在1%至5%区间,12只样本产品净值增 ...
Cathie Wood Calls US Economy 'Coiled Spring' In 2026 Outlook, Predicts 'Golden Age' - SPDR S&P 500 (ARCA:SPY)
Benzinga· 2026-01-16 08:42
Economic Outlook - ARK Invest CEO Cathie Wood predicts a "golden age" for U.S. equities, likening it to the boom of the 1980s, with the U.S. economy described as a "coiled spring" ready for a significant rebound [1] - Wood attributes the current economic tension to a "rolling recession" caused by aggressive Federal Reserve rate hikes, forecasting a surge in GDP growth and wealth creation due to converging factors like deregulation and tax cuts [2] Innovation and Growth - The current economic environment is characterized as "Reaganomics on steroids," with expectations of increased capital spending in sectors like artificial intelligence and robotics, benefiting the ARK Innovation ETF and the S&P 500 [3] - Real GDP growth is projected to accelerate to 6-8%, driven by a 4-6% increase in productivity, which will help suppress unit labor costs [4] Housing Market - The housing market is central to the "coiled spring" thesis, with existing home sales at levels not seen since the early 1980s, despite a larger population [5] - As interest rates stabilize and inventory becomes available, a sharp recovery in the housing market is anticipated, particularly for major homebuilders like Lennar Corp., KB Home, and D.R. Horton, which have reduced prices to clear inventory [6] Asset Allocation - Wood advises caution towards gold, viewing it as historically expensive relative to the M2 money supply, while advocating for Bitcoin as a superior asset due to its mathematical scarcity and programmed supply growth [7] - The ARK 21Shares Bitcoin ETF is positioned as a better diversification tool for the upcoming cycle of liquidity expansion [8] Market Performance - In 2026, the Nasdaq 100 index has increased by 1.35%, while the S&P 500 and Dow Jones indices have risen by 1.25% and 2.19%, respectively, indicating positive market performance [9]
台积电2026年资本支出上看560亿美元,将增长37%;科创人工智能ETF易方达(588730)连续4日“吸金”合超1.3亿
Sou Hu Cai Jing· 2026-01-16 04:20
截至10:40,上证科创板人工智能指数(950180)涨0.28%,权重股中,澜起科技涨4.93%,芯原股份 跌4%,寒武纪-U涨0.46%,金山办公涨0.05%,石头科技涨0.04%,晶晨股份涨0.2%,恒玄科技跌 1.12%,云天励飞-U涨0.36%,复旦微电涨0.37%,乐鑫科技跌0.01%。 科创人工智能ETF易方达(588730)紧密关联新质生产力,聚焦人工智能产业核心的算力芯片和应用环 节。数据显示,科创人工智能ETF易方达(588730)连续4日获资金净流入,合计超1.3亿,最新基金规 模达16.95亿元。 易方达基金是国内领先的综合性资产管理机构,20余年指数投资专业沉淀。指数产品线全面布局主流宽 基指数,涉及多个行业指数,覆盖跨境、跨市场指数,触达全球10余个交易所。专业指数投研团队,具 备丰富的产品设计、投资管理经验。 关联产品: 聚焦新质生产力,覆盖产业链核心环节的科创人工智能ETF易方达(588730) ,场外联接(A类: 023564;C类:023565) 人工智能ETF易方达(159819),场外联接(A类:012733;C类:012734):人工智能核心标的,一 键打包AI各细分 ...
China’s $1.2 trillion windfall quietly seeps into global markets
The Economic Times· 2026-01-16 02:26
Rather than leaving most of last year’s $1.2 trillion windfall in the hands of the central bank, some two-thirds of the foreign assets sourced primarily from global trade ended up with companies, individuals and state lenders. That brings with it the risk of a sudden capital reversal that China doesn’t immediately control, especially in a world where the yuan is allowed to strengthen.Investors comprising China’s so-called non-official sector saw their holdings of assets abroad soar by more than $1 trillion ...