| 离任高级管理人员职务 | 副总经理 | | --- | --- | | 离任高级管理人员姓名 | 朱前 | 瑞财经 王敏 1月26日，华泰证券（上海）资产管理有限公司（以下简称"华泰资管"）高级管理人员变更公告，江晓阳正式出任董事长，朱前 升任总经理，刘博文兼任首席风险官。 江晓阳于2001年进入华泰证券股份有限公司，曾在华泰证券股份有限公司广州体育东路证券营业部、北京月坛南街证券营业部、金融创新 部、证券投资部等部门任职。 | 离任高级管理人员职务 | 总经理 | | --- | --- | | 离任高级管理人员姓名 | 江晓阳 | | 离任原因 | 职务调整 | | 离任日期 | 2026年1月23日 | | 转任本公司其他工作岗位的说明 | 董事长 | 2024年1月，江晓阳进入华泰证券（上海）资产管理有限公司，现任华泰证券（上海）资产管理有限公司董事长（代）、董事、总经理。 2025年上半年，华泰资管企业ABS发行数量77单，排名行业第一，发行规模为589.46亿元，排名行业第四。 | 离任原因 | 职务调整 | | --- | --- | | 离任日期 | 2026年1月23日 | | 转任本公 ...

Core Insights - The trading activity of Representative Nancy Pelosi and her husband has gained significant attention among investors, often seen as a guide for market trends [3] - A recent Periodic Transaction Report indicates a strategic reloading in the Pelosi portfolio rather than an exit from the tech sector, despite initial bearish headlines [4] Investment Strategy - The portfolio's strategy includes taking profits for tax purposes, establishing a defensive position in the financial sector, and leveraging investments in artificial intelligence [5] - A notable investment is the purchase of 25,000 shares of AllianceBernstein Holding L.P., valued between $1 million and $5 million, indicating a shift towards income-generating assets [6] - The focus on AllianceBernstein reflects a strategy to create a yield shield, as it offers a historically high dividend yield of 8% to 9% [6] Market Outlook - The portfolio's recent acquisitions signal confidence in the future of artificial intelligence infrastructure and healthcare [7] - The strategy involves rolling equity profits into long-term options to maintain exposure to major technology companies while managing capital efficiently [7]

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 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 lead plaintiff must file a motion with the Court by February 2, 2026, to represent other class members [3]. Group 2: Legal Representation - Investors are encouraged to select qualified legal counsel with a proven track record in securities class actions, as many firms may lack the necessary experience [4]. - Rosen Law Firm has a history of significant settlements, including the largest securities class action settlement against a Chinese company, and has recovered hundreds of millions for investors [4]. Group 3: Case Allegations - The lawsuit alleges that 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) and was likely to limit or halt redemptions, which was not communicated to investors [5].

Core Viewpoint - SLGI Asset Management Inc. announced changes to its mutual fund lineup, including the appointment of State Street Global Advisors as sub-advisor for two funds, effective April 1, 2026 [2][4]. Group 1: Fund Changes - State Street Global Advisors will replace BlackRock Asset Management Canada Limited and BlackRock Institutional Trust Company as the sub-advisor for the Sun Life BlackRock Canadian Composite Equity Fund and the Sun Life BlackRock Canadian Universe Bond Fund [2]. - The names of the funds will change to Sun Life State Street Canadian Equity Index Fund and Sun Life State Street Canadian Bond Index Fund, respectively [3][4]. - There will be no changes to the investment objectives or strategies of the funds [4]. Group 2: Company Overview - Sun Life Global Investments is a trade name of SLGI Asset Management Inc., part of the Sun Life group, which offers diverse investment solutions to Canadians [5]. - Sun Life is a leading international financial services organization with operations in multiple markets, including Canada, the U.S., and several Asian countries [6]. - As of September 30, 2025, Sun Life had total assets under management of $1.62 trillion [6].

吴说获悉，Sentient 表示，Franklin Templeton 已作为战略投资方参与其项目；双方基于"AGI 应采用开 源、社区共建模式"的共识，计划在未来数月内合作推进金融领域的高风险 AI 应用，将开源推理能力引 入机构级、可投入生产的业务流程中。 （来源：吴说） ...

Hand stacking coins beside laptop stock chart, symbolizing dividend income and long-term investing. Key Points Goldman Sachs, BlackRock, and Fastenal opened 2026 with sizable dividend hikes, pushing yields into the ~2% range. The increases follow uneven 2025 stock performance—Goldman surged, BlackRock lagged despite strong revenue growth, and Fastenal posted steady gains. Among the group, analyst upside expectations skew highest for BlackRock, alongside a newly boosted dividend. Interested in The Gold ...

I remember the excitement in the market when BlackRock (NYSE: BLK) launched its U.S. spot exchange-traded fund (ETF) linked to Bitcoin (BTC) in January 2024. After all, the world's largest asset manager had decided to launch a Bitcoin product after much hesitation and the move had indicated Wall Street finally embracing cryptocurrency. Related: BlackRock reveals retail traders' next portfolio move More than two years have passed since then, and BlackRock's iShares Bitcoin Trust (Nasdaq: IBIT) has accumu ...

Core Viewpoint - Morgan Stanley has set a price target of $29 for Invesco, indicating a potential increase of about 2.11% from its current trading price of $28.40 [1][6] Group 1: Financial Performance - Invesco is expected to report its fourth-quarter and full-year 2025 results on January 27, with a projected 2.1% increase in assets under management (AUM), reaching $2.17 trillion [2][6] - Performance fees for Invesco are projected to rise significantly to $30.8 million, up from $6.5 million in the previous quarter, which is likely to positively impact the company's earnings [3][6] - Invesco's adjusted earnings surpassed the Zacks Consensus Estimate in the previous quarter, driven by higher adjusted net revenues and an increased AUM balance, despite facing challenges with higher adjusted operating expenses [4] Group 2: Market Activity - Invesco's stock is currently priced at $28.40, experiencing a 2.87% decrease today, with a trading range between $28.32 and $29.07 [5] - Over the past year, Invesco's stock has reached a high of $29.61 and a low of $11.60, with a market capitalization of approximately $12.64 billion and a trading volume of 4,410,950 shares [5]

Group 1 - BlackRock has submitted registration documents to the U.S. SEC to launch the iShares Bitcoin Premium Income ETF [1] - The fund plans to directly hold Bitcoin to track spot prices while generating income through an actively managed covered call options strategy [1] - The strategy primarily involves selling call options based on its existing IBIT Bitcoin ETF, with potential reference to other Bitcoin-related ETP indices as needed [1] Group 2 - A MACD golden cross signal has formed, indicating positive momentum for certain stocks [1]

Core Viewpoint - BlackRock has filed an S-1 application with the SEC to launch an iShares Bitcoin Premium Income ETF, which aims to provide a yield-bearing investment strategy based on Bitcoin [1][2]. Group 1: ETF Structure and Strategy - The proposed ETF will primarily consist of Bitcoin, shares of the iShares Bitcoin Trust ETF (IBIT), and cash premiums, functioning as a yield-bearing product [2]. - The ETF's performance will be linked to Bitcoin's price while generating premium income through an actively managed strategy of writing call options on IBIT shares [2][4]. - The S-1 filing is dated January 23, and while there is no clear timeline for approval, SEC approvals for such filings can take months [2]. Group 2: Market Context and Comparison - BlackRock's ETF represents the largest product of its kind to date, indicating a shift in the perception of Bitcoin from a passive store of value to an active investment vehicle [3]. - Similar products include the Grayscale Bitcoin Premium Income ETF and the YieldMax Bitcoin Option Income Strategy ETF, launched in April 2025 and April 2024 respectively [3]. Group 3: Investment Implications - The ETF allows investors to treat Bitcoin as both a store of value and a yield-bearing asset, potentially providing monthly income [5]. - This strategy could mitigate cryptocurrency volatility, although it may cap income for investors if Bitcoin experiences significant price increases [5].