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资金流向追踪_2025 年三季度财报后的收益启示-Flow Tracker_ Learnings from earnings after Q325 results
2025-11-11 06:06
Flow Tracker Accessible version Learnings from earnings after Q325 results Industry Overview Raising EPS post results but challenges ahead Post Q325 results, we raised EPS forecasts by an average 1-3% for the European asset management sector to reflect stronger AUM growth (+6% QoQ) driven by higher inflows and markets. More stable fee margins and upside in performance fees also support upgrades. That said, we see upcoming headwinds from slower flows, greater market uncertainty from peak levels, and margin p ...