Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco offers expert investment views through its US Blog, encouraging individuals to stay informed [1] - The firm emphasizes the importance of reading the prospectus and considering investment objectives, risks, charges, and expenses before investing [1] - Invesco does not provide tax advice and highlights the complexity and variability of federal and state tax laws [1] Group 2 - The opinions expressed by Invesco's authors are based on current market conditions and may change without notice [1] - Invesco's investment advisory services are provided by affiliated investment advisers, and they do not sell securities [1] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc., and other broker-dealers [1]

NEW YORK--(BUSINESS WIRE)--KKR & Co. Inc. (NYSE: KKR) today announced that Craig Arnold has been appointed to the Board of Directors effective September 23, 2025. His appointment will bring the number of independent directors to eleven out of a total of fifteen Board seats. Mr. Arnold is the former Chairman and Chief Executive Officer of Eaton Corporation, a global intelligent power management company. KKR's other Board members are: Henry Kravis (Co-Founder and Co-Executive Chairman of KKR). ...

Core Insights - The sustainable finance landscape is increasingly polarized, with Europe attracting significant inflows into ESG funds while the US experiences a prolonged streak of outflows [3][2] - Regulatory divergence between the US and Europe creates operational friction, but AI is emerging as a critical tool to navigate these challenges [1][4] Regulatory Environment - The divergence in regulatory approaches is expected to persist in the near term, but a realignment between the US and Europe is anticipated in the long run due to the global nature of sustainability risks [2][3] - In Europe, consistent regulation and strong investor demand are driving capital inflows, while in the US, inconsistent disclosure standards are causing asset managers to hesitate in committing to sustainability [2][3] Role of AI - AI is becoming essential for processing large volumes of data, enabling investors to compare regulations across markets and manage operational friction [4][5] - AI tools are being utilized to detect under-reported risks, such as methane leaks and illegal logging, providing investors with stronger evidence to challenge corporate disclosures [5][4] - Generative AI is enhancing regulatory reporting by transforming structured data into narratives that align with evolving regulatory expectations, reducing the manual burden on firms [6] Investment Strategies - Investors are shifting from static ESG scores to dynamic, contextual insights, with AI supporting decision-making at every level of the knowledge pyramid [7] - AI can help investors navigate varying disclosure standards by acting as a translator, providing a more consistent global view of sustainability data [7] Future Outlook - Political divides around sustainability are expected to narrow over time, with AI playing a significant role in accelerating this convergence [8] - AI-driven data may help depoliticize ESG analysis, focusing on evidence rather than ideology, and reframing sustainability as a matter of risk management and opportunity [8] - Asset managers are advised to focus on material sustainability issues and understand client needs, as these factors will grow in importance amid increasing climate and social pressures [8]

Group 1 - The article emphasizes that building a $1 million retirement portfolio is achievable for most Americans, contrary to the belief that it is impossible [1] - Time and investment returns are identified as crucial components in accumulating a seven-figure portfolio, with compound interest playing a significant role [2][3] - The article provides examples illustrating how starting early and achieving decent market returns can drastically reduce the monthly savings required to reach a $1 million goal [4][5] Group 2 - A 20-year-old investor saving $363 per month at a 6% annual return can reach $1 million by age 65, while a 10% return reduces the monthly saving to $96 [4] - For a 30-year-old investor, the monthly savings required would be $702 at a 6% return and $264 at a 10% return, highlighting the impact of compound interest over time [5] - Warren Buffett's advice to improve investment returns includes consistently investing in a low-cost S&P 500 index fund, which is considered practical for average investors [6][7]

Group 1: Company Performance - Strategy Inc (NASDAQ:MSTR) is recognized as one of the best undervalued stocks to invest in, according to Reddit discussions [1] - The company expanded its bitcoin holdings to 628,791 bitcoins and raised over $10 billion through its ATM programs and IPOs [1] - Strategy Inc's Bitcoin per Share (BPS) increased by 25% year-to-date, leading to revised full-year BTC Yield and BTC $ Gain KPI targets of 30% and $20 billion, respectively [2] Group 2: Market Analysis - TD Cowen reduced the price target on Strategy Inc's stock to $620 from $640 while maintaining a "Buy" rating, citing a ~50% premium to bitcoin holdings as undervaluing expected BTC Yield [1] - The company received aggregate net proceeds of approximately $6.8 billion during the three months ended June 30, 2025, and an additional ~$3.7 billion from July 1, 2025, to July 29, 2025 [2] Group 3: Industry Context - There is ongoing debate regarding Bitcoin's potential to become an official currency, with a proposed bill in Congress for the U.S. to establish a "Strategic Bitcoin Reserve" to purchase one million Bitcoins over five years [3] - The proposed bill aims to use public funds to increase Bitcoin prices, which raises concerns about the use of taxpayer money, although it may gain traction due to support from Bitcoin-owning advocates in the new administration [3]

Developments in artificial intelligence mean fund manager Ark Investment Management can get by with fewer human recruits, the disruptive technology investor’s founder Cathie Wood said https://t.co/Uxe34cEwI3 ...

Core Viewpoint - Cohen & Steers Closed-End Funds announced monthly distributions for October, November, and December 2025, detailing specific dividend amounts for each fund [1][2]. Distribution Details - Monthly dividends for the funds are as follows: - Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF): $0.087 - Cohen & Steers Limited Duration Preferred and Income Fund, Inc. (LDP): $0.131 - Cohen & Steers Select Preferred and Income Fund, Inc. (PSF): $0.126 - Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA): $0.134 - Cohen & Steers Total Return Realty Fund, Inc. (RFI): $0.080 - Cohen & Steers Real Estate Opportunities and Income Fund (RLTY): $0.110 - Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP): $0.136 - Cohen & Steers Quality Income Realty Fund, Inc. (RQI): $0.080 [1]. Payment Schedule - The distribution payment schedule is as follows: - October: Ex-Dividend/Record Date on Oct. 14, 2025, Payable Date on Oct. 31, 2025 - November: Ex-Dividend/Record Date on Nov. 12, 2025, Payable Date on Nov. 28, 2025 - December: Ex-Dividend/Record Date on Dec. 9, 2025, Payable Date on Dec. 31, 2025 [1]. Managed Distribution Policy - Certain funds have implemented a managed distribution policy allowing for greater flexibility in realizing long-term capital gains and distributing them regularly to shareholders [2]. - The Board of Directors may amend, terminate, or suspend this policy at any time, which could impact the market price of the funds' shares [2]. Distribution Composition - Distributions may include net investment income, long-term capital gains, short-term capital gains, and/or return of capital, with the latter being distributions exceeding net investment income [3][4].

Group 1 - The article highlights Eagle Point Income Co Inc (NYSE: EIC) as a valuable investment opportunity, particularly focusing on its preferred stock [1] - The investment group Trade With Beta offers features such as frequent picks for mispriced preferred stocks, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1] - The article emphasizes the importance of high-yield fixed income opportunities in the current market environment [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Eagle Point Income Co Inc [2]

Core Viewpoint - SEI Investments (SEIC) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook driven by rising earnings estimates, which significantly influence stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system emphasizes the correlation between changes in earnings estimates and stock price movements, making it a valuable tool for investors [2][3]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to price movements based on their buying or selling actions [3]. Business Improvement Indicators - The upgrade in SEI's rating reflects an improvement in the company's underlying business, which is expected to positively impact its stock price [4]. - Over the past three months, the Zacks Consensus Estimate for SEI has increased by 17.4%, indicating a positive trend in earnings estimates [7]. Zacks Rank System - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [6]. - SEI's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [9].

Core Viewpoint - Stellus Capital Investment Corporation has announced a public offering of $50.0 million aggregate principal amount of 7.25% notes due 2030, which will increase the total outstanding amount of these notes to $125.0 million [1][2]. Group 1: Offering Details - The new notes are an additional issuance of the 7.25% notes due 2030, which were initially issued on April 1, 2025, in an aggregate principal amount of $75.0 million [2]. - The new notes will be treated as a single series with the existing notes and will have the same terms, CUSIP number, and ranking [2]. - The closing of the transaction is subject to customary closing conditions, with expected delivery on or about September 25, 2025 [2]. Group 2: Use of Proceeds - The net proceeds from this offering are intended to repay a portion of the company's 4.875% notes due 2026, of which $100.0 million aggregate principal amount was outstanding as of September 19, 2025 [4]. Group 3: Management and Advisors - Raymond James & Associates, Inc. is acting as the lead book-running manager for this offering, with Goldman Sachs & Co. LLC, Keefe, Bruyette & Woods, Inc., and Oppenheimer & Co. Inc. serving as lead managers [3]. - Additional co-managers include Ladenburg Thalmann & Co. Inc., Academy Securities Inc., East West Markets, LLC, and TCBI Securities, Inc. [3]. Group 4: Company Overview - Stellus Capital Investment Corporation is an externally managed, closed-end, non-diversified investment management company regulated as a business development company under the Investment Company Act of 1940 [8]. - The company's investment objective is to maximize total return to stockholders through current income and capital appreciation by investing primarily in private lower middle-market companies [8].