Famous for fundamentally reshaping how the world thinks about investing, Benjamin Graham’s influence is so deep that modern value investing, including the philosophy of his protégé Warren Buffett, is built directly on his ideas.  Even though Buffett became an extraordinary stock picker and arguably the greatest investor in our time, he endorses one of Graham’s fundamental themes, that most investors will do better with low-cost index funds rather than individual stock picking.  Graham never commented on S&P ...

Deutsche Bank downgraded Blue Owl Capital (NYSE:OWL) from buy to hold, and cut its price target from $15 to $10.OWL stock has declined 27 percent this month. The downturn comes as the firm halts quarterly redemptions and changes the method by which it was providing them.The firm announced that it replaced its 5% quarterly tender offer with a structured payout in its OBDC II Fund.The sale of OBDC II totaled $600 million or approximately 35 percent of the fund's total assets. The firm plans to distribute most ...

djmilic/iStock via Getty Images The following segment was excerpted from the Nomura Science And Technology Fund Q4 2025 Commentary. For 4Q25, Nomura Science and Technology Fund Institutional Class shares had a positive absolute return, but it underperformed the Fund's benchmark, the S&P ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Wall Street’s big blockchain win: SEC gives WisdomTree the green light for instant, around-the-clock trading “The U.S. Securities and Exchange Commission (SEC) has approved a special request from asset manager WisdomTree allowing shares of its Treasury Money Market Digital Fund to trade at $1 with a dealer on an intraday basis, regardless of the fund’s end-of-day net asset value.” (CoinDesk) The ...

Volta Finance Limited (VTA / VTAS)January 2026 monthly reportNOT FOR RELEASE, DISTRIBUTION, OR PUBLICATION, IN WHOLE OR PART, IN OR INTO THE UNITED STATES Guernsey, February 24th 2026 BNPP AM has published the Volta Finance Limited (the “Company” or “Volta Finance” or “Volta”) monthly report for January 2026. The full report is attached to this release and will be available on Volta’s website shortly (www.voltafinance.com). Performance and Portfolio Activity Dear Investors, Volta Finance posted a net return ...

Core Viewpoint - Apollo Global Management, Inc. (APO) manages substantial funds for institutions such as pensions, insurance companies, and retirement systems, indicating its role in facilitating large-scale financial transactions like debt refinancing and acquisitions [1] Group 1: Company Overview - Apollo Global Management specializes in managing large sums of money for institutional clients, highlighting its significance in the financial market [1] Group 2: Investment Focus - The analysis primarily targets small- to mid-cap companies, which are often overlooked by investors, while also occasionally reviewing large-cap companies to provide a comprehensive view of the equity markets [1]

The Perfect Storm For A Market Collapse - 24/7 Wall St.[S&P 5006,840.40 -0.11%][Dow Jones48,869.20 +0.04%][Nasdaq 10024,790.20 +0.19%][Russell 20002,622.37 -0.23%][FTSE 10010,691.30 +0.07%][Nikkei 22557,665.30 +1.52%][Stock Market Live February 24, 2026: S&P 500 (SPY) Rebounding from Monday Disaster][Investing]# The Perfect Storm For A Market Collapse### Quick Read2008 Market Crash Hit 38%Credit Markets In Deep TroubleAI May Ruin Economy- Are you ahead, or behind on retirement? [SmartAsset's free tool] can ...

BlackRock's head of digital assets, Robbie Mitchnick, outlined the firm's framework in September 2025. Before launching any crypto ETF, BlackRock evaluates five factors: client demand, market capitalization, liquidity, maturity, and portfolio fit—with client demand weighing heaviest.But that success didn't come from conviction alone—it came from real client demand. As Canary Capital CEO Steven McClurg explained in a January 2026 interview, "The reason they launched Bitcoin ETFs is simple—enough institutions ...

Core Insights - Global yields are expected to rise in 2026 due to various market challenges and a competition for capital [1] - Active investing strategies can help investors navigate the changing yield landscape and enhance fixed income allocations [1] Group 1: Factors Driving Yields - A global competition for capital is contributing to higher yields this year [1] - Continued government debt sales to finance deficit spending are steepening the yield curve [1] - The influx of artificial intelligence-related debt supply is leading to an increase in new bond issuance, which is higher than previously anticipated [1] Group 2: Investment Opportunities - A healthy growth environment presents notable credit opportunities for investors [1] - Emerging markets debt may also offer potential investment opportunities [1] - Active managers can provide better scrutiny of individual debt issuers, which is crucial for identifying durable issuers in the credit market [1] Group 3: Active Investing Strategies - Active investing can adapt to the shifting yield curve and key market events [1] - Funds like the T. Rowe Price U.S. High Yield ETF (THYF) provide targeted, active bond exposure in high yield [1] - Flexibility in portfolios is essential for adapting to a changing yield curve, making active strategies appealing [1]

Quick Read Goldman Sachs Physical Gold ETF (AAAU) returned 73.1% over the past year with a 0.18% expense ratio. Goldman Sachs Physical Gold ETF undercuts SPDR Gold Trust on fees at 0.18% versus 0.40%. Physical gold ETFs face 28% maximum long-term capital gains tax versus 20% for standard equity ETFs. Read: I Review Investing Platforms For A Living, And SoFi Crypto Finally Changed My Mind Gold has returned 73% over the past year and 18% year-to-date through February 20, 2026, outpacing most tradi ...