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BAB: I See Less Value In Taxable Munis Now (Rating Downgrade)
Seeking Alpha· 2026-01-28 12:47
Core Viewpoint - The article evaluates the Invesco Taxable Municipal Bond ETF (BAB) as a potential investment option at its current market price, emphasizing the importance of quality investing and diversification for long-term success [1]. Group 1: Investment Strategy - The investment strategy focuses on investing in quality assets, diversifying the portfolio, and adding to positions at opportune times while maintaining a long-term perspective [1]. - The article highlights the importance of avoiding high-risk chasing and following advice that is not well understood, which can lead to pitfalls in investing [1]. Group 2: Fund Management and Features - The Invesco Taxable Municipal Bond ETF is managed by Invesco and is part of a broader investment strategy that includes managed income portfolios targeting safe and reliable yields of approximately 8% [1]. - The fund aims to leverage high-yield opportunities within the CEF and ETF space, catering to both active and passive investors of varying experience levels [1]. - A significant feature of the fund is that the majority of its holdings are monthly-payers, which facilitates faster compounding and provides steady income streams [1].
WisdomTree expands tokenized fund access to Solana in multichain push
Yahoo Finance· 2026-01-28 12:30
Core Viewpoint - WisdomTree is expanding its tokenization efforts to the Solana blockchain, enabling both institutional and retail investors to mint, trade, and hold tokenized funds through its platforms [1][2]. Group 1: Company Initiatives - WisdomTree is integrating its full suite of tokenized funds on Solana as part of a broader multichain strategy [2]. - The integration allows institutional clients to mint, hold, and manage tokenized fund positions directly on Solana [4]. - Retail users can purchase tokenized funds using USDC without needing to exit to traditional banking systems [4]. Group 2: Industry Trends - The move reflects a growing trend among traditional asset managers to enter the tokenization space, aiming to leverage blockchain for improved settlement times and accessibility [5]. - There is increasing interest in tokenized financial products, including money market funds, equities, and fixed-income products [2].
Encouraging Sentiment for Blue Owl (OWL) After Q4 Preview
Yahoo Finance· 2026-01-28 11:57
Blue Owl Capital (NYSE:OWL) is one of the best large cap stocks under $100 with huge upside potential. On January 20, Oppenheimer analyst Chris Kotowski raised his estimated price target for Blue Owl Capital (OWL) from $25 to $27, and maintained his bullish stance with an Outperform rating. His estimates imply an impressive upside potential of over 78%. AppLovin (APP) Falls Hard on New Round of Probe Creative Collage Of Business Team Working On Project And Stock Markets Data On Trasparent Screen, Financ ...
Fed favorite Rick Rieder manages a $2.4 trillion BlackRock portfolio—and knows more about the bond market than anyone in America
Yahoo Finance· 2026-01-28 09:00
In the past two weeks, Rick Rieder’s odds on Polymarket of becoming the next Fed chair have surged from low single digits to nearly 50%, putting the veteran Wall Streeter far in the lead over second and third place candidates Kevin Warsh (29%) and Christopher Waller (6%). Rieder would bring a highly unusual background to the job. The current chief Jerome Powell is a former lawyer, private equity partner, and Treasury official, while his predecessors Ben Bernanke and Alan Greenspan were PhD economists (the ...
RMR Shares 2025 Incentive Fee Results After Ladenburg Initiation
Yahoo Finance· 2026-01-28 08:59
Group 1 - The RMR Group Inc. (NASDAQ:RMR) is recognized among 13 dividend stocks with over 8% yield [1] - Ladenburg initiated coverage of RMR with a Buy rating and a price target of $17 [2] - RMR reported $23.6 million in incentive business management fees for 2025, with the largest contribution from Diversified Healthcare Trust at $17.9 million [3][4] Group 2 - The company announced a quarterly dividend of $0.45 per share, equating to an annual distribution of $1.80, with payment expected around February 19, 2026 [5] - RMR operates as a U.S.-based alternative asset manager with a focus on residential and commercial real estate, overseeing approximately $39 billion in assets [6]
Barclays Updates Models on AllianceBernstein (AB) as Fund Flows Remain Weak
Yahoo Finance· 2026-01-28 08:53
AllianceBernstein Holding L.P. (NYSE:AB) is included among the 13 Dividend Stocks with Over 8% Yield. Barclays Updates Models on AllianceBernstein (AB) as Fund Flows Remain Weak Photo by NeONBRAND on Unsplash On January 15, Barclays cut its price target on AllianceBernstein Holding L.P. (NYSE:AB) to $39 from $42. The firm maintained an Equal Weight rating on the stock. The change followed an update to the firm’s asset manager models, which now fully reflect quarterly fund flows and assets under manageme ...
TD Cowen Stays Selective on Asset Managers, Keeps Hold on Artisan Partners (APAM)
Yahoo Finance· 2026-01-28 08:44
Core Viewpoint - Artisan Partners Asset Management Inc. (NYSE:APAM) is recognized among 13 dividend stocks yielding over 8% [1] Group 1: Analyst Ratings and Market Position - TD Cowen has reduced its price target for Artisan Partners from $46 to $40 while maintaining a Hold rating, indicating a selective approach towards asset managers [2] - The firm maintains a positive outlook on traditional asset managers but is focusing on higher-conviction names, reflecting a "Higher for Longer" rate environment [2] Group 2: Acquisition and Strategic Growth - Artisan Partners announced a definitive agreement to acquire Grandview Property Partners, a real estate private equity firm, which aligns with its long-term strategy [3][4] - The acquisition is expected to close in the first quarter of 2026 and is anticipated to modestly enhance earnings per share once Grandview's next flagship fund reaches its final close [5] - Artisan Partners operates as a global, multi-asset investment platform, offering high-value-added strategies across various asset classes to institutional clients [5]
X @Bloomberg
Bloomberg· 2026-01-28 05:58
Taiwan plans to merge its four state-backed asset managers into a local fund giant with about $12 billion of assets, as the government seeks consolidation in the island’s financial industry https://t.co/RMZXpounHw ...
Behind BlackRock’s Proposed Bitcoin Premium Income ETF
Yahoo Finance· 2026-01-28 05:01
Core Viewpoint - BlackRock is expanding its dominance in the spot bitcoin ETF market with the introduction of the iShares Bitcoin Premium Income ETF, which aims to provide investors with bitcoin exposure while mitigating volatility through an income-generating strategy [2][5]. Group 1: Product Overview - The iShares Bitcoin Premium Income ETF will primarily hold bitcoin and generate additional income by selling call options on IBIT shares and indices tracking spot bitcoin products [2]. - This new ETF is designed for investors who seek crypto exposure but are cautious about the volatility associated with direct bitcoin holdings [2]. Group 2: Market Context - BlackRock's iShares Bitcoin Trust ETF (IBIT) has nearly $70 billion in assets, significantly larger than its closest competitor, Fidelity's Wise Origin Bitcoin Fund (FBTC), which has around $18 billion [5]. - The premium income ETF is not expected to reach IBIT's size, but there is a recognized demand for such products among investors [5]. Group 3: Competitive Landscape - Existing bitcoin option-income ETFs include the NEOS Bitcoin High Income ETF (BTCI), the Bitcoin Covered Call Strategy ETF (YBTC), and the YieldMax Bitcoin Option Income Strategy ETF (YBIT), which launched in 2024 [3]. - BTCI is the largest among these, with over $1 billion in net assets, while YBTC and YBIT have approximately $211 million and $67 million in assets under management, respectively [7]. Group 4: Performance Insights - Over the past 12 months, BTCI has decreased by roughly 30%, YBTC has fallen about 45%, and YBIT has dropped nearly 50% [7]. - Analysts suggest that funds like the premium income ETF could outperform in sideways or declining bitcoin markets if managed properly [4].
BLUE OWL DEADLINE: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Blue Owl Capital Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - OWL
TMX Newsfile· 2026-01-28 02:55
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 bought 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 can join by submitting a form or contacting the law firm [3][6]. - The lawsuit claims that Blue Owl made false or misleading statements regarding its asset base and liquidity issues, which led to investor damages when the truth was revealed [5]. 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 its own achievements in this area [4]. - The firm has secured significant settlements for investors, including over $438 million in 2019, and has been recognized as a leader in the field of securities class action litigation [4].