SAN DIEGO, Jan. 29, 2026 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Blue Owl Capital Inc. (NYSE: OWL) securities between February 6, 2025 and November 16, 2025, inclusive (the “Class Period”), have until February 2, 2026 to seek appointment as lead plaintiff of the Blue Owl class action lawsuit. Captioned Goldman v. Blue Owl Capital Inc., No. 25-cv-10047 (S.D.N.Y.), the Blue Owl class action lawsuit charges Blue Owl and certain of Blue Owl’ ...

分组1 - The total portfolio approach aims to create a more predictable investment strategy, helping investors stay committed during market downturns [1] - U.S. hedge funds are expanding their presence in emerging markets, potentially benefiting from a shift in investor appetite [2] - The MSCI Emerging Markets index has outperformed the S&P 500, with expectations of continued outperformance driven by macro developments and AI exposure [4] - Private credit funds are attracting significant capital despite previous withdrawals, indicating ongoing investor interest [7] - Goldman Sachs is targeting $750 billion in alternative assets over the next four years, enhancing its private market offerings [10] 分组2 - Closed-end funds reached a net asset value of $237 billion in 2025, with a notable increase in fundraising activity [11] - The rise of online prediction markets is driven by a growing number of traders engaging in high-stakes bets on real-time events [12]

Core Insights - High income does not guarantee financial stability, as evidenced by a Goldman Sachs survey indicating that 40% of individuals earning over $300,000 live paycheck to paycheck [1] Group 1: Common Financial Mistakes - High earners often confuse liquidity with wealth, leading to poor financial decisions [3] - Many invest heavily in speculative assets or personal businesses without maintaining sufficient cash reserves for taxes or market corrections, resulting in forced asset sales at low prices [4] - Underestimating risk concentration is prevalent among high earners, who often tie their financial well-being to their income sources [5] Group 2: Investment Behavior - High earners frequently adopt a saver mentality, keeping large sums in low-yield accounts due to fear of market volatility, which can lead to value erosion from inflation [7] - Real wealth is achieved through a balanced investment strategy that includes equities for growth, property for diversification, and alternative assets for stability [8]

Core Insights - Franklin Resources reported Q3 CY2025 revenue of $2.34 billion, exceeding analyst expectations by 36.5% year-on-year and beating estimates by 35.4% [6] - Non-GAAP profit per share was $0.67, which is 14% above analysts' consensus estimates of $0.59 [6] Financial Performance - Adjusted operating income reached $472.4 million, with a margin of 20.2%, surpassing analyst estimates of $449.5 million [6] - Operating margin improved to 3.6%, a significant increase from -8.8% in the same quarter last year [6] - Market capitalization stands at $11.54 billion [6] Business Highlights - Strong momentum in alternative assets, with $22.9 billion raised in private markets this year, contributing to a five-year goal of $100 billion [7] - The ETF business has grown at a 75% compound annual rate since 2023, with 16 consecutive quarters of net inflows [7] - Digital asset AUM reached $1.7 billion, reflecting a 75% year-on-year increase, with unique offerings in mutual fund tokenization [7] Strategic Focus - Management is prioritizing private markets fundraising, digital asset initiatives, and wealth and retirement channel penetration [4] - The company is investing in AI and expanding partnerships to support growth [4] - Leadership changes, including the appointment of Daniel Gamba as Chief Commercial Officer, aim to enhance expertise in private wealth and global distribution [8] Operational Challenges - Despite strong performance, management acknowledged ongoing challenges in legacy business lines and higher expenses related to new initiatives [3] - Cost management remains a focus, with higher incentive compensation and integration expenses offsetting some efficiencies [7][8]

Economic Overview - The top 10% of earners account for nearly 50% of all consumer spending, while the bottom 80% are only keeping pace with inflation, indicating a potential risk if high earners become more cautious in their spending [1] - The August Bureau of Labor Statistics report revealed only 22,000 jobs added, with the unemployment rate reaching 4.3%, the highest in nearly four years [2] - ADP data indicated a loss of 32,000 private sector jobs in September, suggesting ongoing employment challenges [3] GDP and Consumer Spending - GDP growth was revised to 3.8% for the second quarter, up from a previous estimate of 3.3%, marking a significant recovery from a -0.6% growth in the first quarter [5] - The increase in GDP was attributed to a reduction in imports and a greater rise in consumer spending, particularly in transportation, financial, and insurance services [4] Public Sentiment and Economic Outlook - A Fannie Mae survey found that 67% of consumers believe the economy is "on the wrong track," a 3-point increase from August [8] - Pew Research Center reported that 74% of U.S. adults view the economy as "fair/poor," with 42% attributing their negative outlook to rising prices and personal expenses [9] Investment Strategies - Experts suggest diversifying investments to include alternative assets, such as gold and real estate, to mitigate risks associated with stock market volatility [11][12] - Gold prices have reached a historic high of $4,350 per ounce, making it an attractive option for investors seeking stability [12] - Real estate investment opportunities are available through platforms like Arrived, allowing individuals to invest in shares of vacation homes or rental properties with minimal capital [14]

Core Insights - Blackstone Inc. reported stronger-than-expected third-quarter earnings, with distributable earnings of $1.52 per share, surpassing analyst expectations of $1.24 [1] - The company's quarterly revenue was $3.09 billion, slightly below consensus estimates of $3.2 billion [1] Financial Performance - Fee-related earnings increased by 26% year-over-year to $1.5 billion, equating to $1.20 per share [2] - The firm experienced $54.2 billion in quarterly inflows and $225.4 billion over the past twelve months, indicating strong investor interest in alternative assets [2] Assets Under Management - Total assets under management rose by 12% year-over-year to $1.24 trillion [3] - Fee-earning assets under management increased by 10% to $906.2 billion, supported by strong institutional demand and resilient fundraising across core investment areas [3]

Core Insights - Goldman Sachs is hosting its 24th annual alternative summit, featuring prominent figures from various sectors, indicating the growing importance of alternative assets in the financial landscape [1][2]. Group 1: Alternative Assets Overview - The alternative assets sector has seen significant growth, with Goldman Sachs managing over $500 billion in alternatives across private equity, private credit, infrastructure, and real estate [4]. - The private capital formation is still in its early stages, suggesting potential for further growth and development in the market [5]. - The U.S. capital markets are highlighted as the most robust globally, with a strong private capital formation ecosystem that supports economic strength [6][7]. Group 2: Access and Investment Considerations - Historically, alternative investments have been limited to wealthier investors due to their illiquid nature, but there is a push for broader access to these products [7][11]. - Investors are encouraged to consider their liquidity needs and time horizons when investing in alternatives, with suggestions of a 20-25% allocation in retirement accounts for long-term investors [10][23]. - The discussion around the transparency and valuation of private assets is crucial as these products become more integrated into public markets, raising questions about the need for independent verification [14][15]. Group 3: Market Dynamics and Valuation - The valuation of private equity assets has been slower due to discrepancies between marked values and actual market conditions, particularly following the market fluctuations in 2020 and 2021 [16][22]. - The industry perspective suggests that maintaining different valuations for private assets compared to public markets is a feature rather than a bug, emphasizing the unique nature of private investments [17]. - The importance of marking assets accurately for liquidity options is highlighted, as it affects the value delivered to investors seeking liquidity [19].