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T. Rowe Price Launches Blue Bond Fund Backed by Walmart Heir
Yahoo Finance· 2025-09-15 11:30
The T. Rowe Price Group Inc. headquarters in Baltimore, US. T. Rowe Price Group Inc. has secured financing from Walmart Inc. heir Lukas Walton’s impact platform for a new corporate bond fund, which will support investments in themes including water security and marine protection in emerging markets. The goal is to bring in as much as $500 million for the new strategy, according to Samy Muaddi, head of emerging markets fixed income at the Baltimore, Maryland-based asset manager. Builders Vision, an impact ...
The New Threat Facing Active Fund Managers
Yahoo Finance· 2025-09-15 09:30
T. Rowe Price plans to team up with Goldman Sachs to sell private-market investments. - Bing Guan/Bloomberg News Active stock pickers always seem to be running out of road—and now face the rise of private-market investments. For all the gloom though, they still have room to maneuver. Funds that choose what stocks and bonds to buy and sell have come under increasing pressure from index funds. Not only are those “passive” options tough to beat these days, thanks to an ever-rising S&P 500, but they also typ ...
4 Stocks With No Or Low Debt And Paying 3+% Dividends
Forbes· 2025-09-14 19:47
无或低负债公司的投资优势 - 无或低负债使公司无需持续关注利率变动方向 可自由分配资本进行项目投资 [2] - 无负债意味着无需向贷款方支付月度还款 该特征受到投资者青睐 [2] - 股东认同该模式 因债务可能抑制增长并限制创新思维 [3] 高股息低负债股票筛选标准 - 筛选标准为股息率超过3%且无或低负债的公司 [3] - 投资研究需考虑除债务和股息外的更多因素 但该标准可作为有效起点 [3] 汽车之家(Autohome)财务与市场表现 - 公司定位为中国汽车消费者领先在线平台 在纽交所以ADR形式交易 [4][5] - 市盈率17倍 市净率1.04倍 今年收益增长2.68% 但过去三年每股收益下降11.37% [5] - 完全无长期或短期债务 股息率达5.96% 市值34.8亿美元 [6] - 50周移动平均线于7月突破200周移动平均线 显示上升趋势可能形成 [6] Cricut公司运营与股价表现 - 主营智能切割设备制造 隶属罗素2000小盘股ETF成分股 市值10.4亿美元 [7] - 今年收益下降2.20% 过去三年累计下降22.79% 市盈率19.75倍 [7][8] - 市净率4.55倍 负债权益比0.04 近期股息率达14.42% [8] - 股价从3.50美元低点反弹至6.61美元 周五收盘价突破6月高点并接近下行200周移动平均线 [8] JOYY公司财务指标与技术面 - 新加坡社交媒体运营商 旗下包括Bigo Live等平台 在纳斯达克以ADR交易 [9][10] - 今年收益下降1.71% 过去三年下降30.54% 无市盈率数据 市净率0.49倍 [10] - 负债权益比0.01 最新股息率2.99% 除息日为2025年9月22日 [11] - 50周移动平均线于2025年3月初突破200周移动平均线 相对强弱指标进入超买区间 [11] T. Rowe Price集团市场地位与机构评级 - 资产管理公司市值232.1亿美元 标普500成分股 市盈率11倍 市净率2.2倍 [12] - 今年收益下降1.34% 过去三年下降11.31% 负债权益比0.05 股息率4.81% [12] - 富国银行于2025年9月9日首次覆盖 给予"持平权重"评级 目标价109美元 [12] - 股价从2025年4月77.50美元低点涨至105.63美元 接近下行200日移动平均线但高于上行50日移动平均线 [13]
Want Bond Index Performance? You're Better Off Active
Etftrends· 2025-09-12 20:31
The Fed's looming decision to cut rates has many investors looking to their fixed income allocations. Bonds sometimes come across as a bit less exciting than equities, and for good reason, as their role is often used as a stabilizing force for many portfolios. That doesn't mean it's OK to accept disappointing bond index performance. Rather, investors should look for edges where they can find them, and for fixed income, that edge is active investing. See more: Eyeing Tax-Exempt ETFs? TAXE's Active Approach S ...
T. ROWE PRICE STUDY REVEALS DC CONSULTANTS' EVOLVING VIEWS ON PRIVATE ASSETS, RETIREMENT INCOME, AND MANAGED ACCOUNTS
Prnewswire· 2025-09-09 13:30
Accessibility StatementSkip Navigation Annual Defined Contribution Consultant Study captures viewpoints on key retirement trends and investment themes from 36 of the nation's leading consultant and advisory firms BALTIMORE, Sept. 9, 2025 /PRNewswire/ -- T. Rowe Price, a global asset management firm and a leader in retirement, today released its 2025 Defined Contribution (DC) Consultant Study, which reflects viewpoints from 36 top DC consultants and advisors. Key themes include expectations for the implement ...
Goldman, T. Rowe Team Up for Public-Private Offerings
Yahoo Finance· 2025-09-09 10:05
There is no “I” in “team.” But there are plenty in “public-private investments.” As access to and demand for alternatives continues to ramp up, Goldman Sachs and T. Rowe Price are joining forces. The high-powered Wall Street investment bank plans to invest up to $1 billion in T. Rowe stock with the intention of acquiring up to 3.5% of shares, the firms announced last week. Through the new partnership, the two companies will offer mass affluent and high-net-worth clients wealth and retirement products that ...
401(k) savers play it safe, even as demand for private assets surges
Yahoo Finance· 2025-09-09 09:00
投资行为变化 - 8月退休投资者将资金从股票转向固定收益产品 体现避险情绪[1] - 401(k)交易活动异常平静 当月无高于正常水平的交易日[2] - 资金主要从美国大小盘股票基金及公司股票转向保守债券 少量转向货币市场基金和新兴市场基金[2] 投资者偏好矛盾 - 近半数401(k)参与者表示若计划提供私人资产投资选项愿意投资私人股权和私人债务[4] - 超过四分之三参与者表示会为此增加工资缴款比例[4] - 实际投资行为与声称的高风险偏好形成明显对比[3] 政策环境推动 - 特朗普行政命令要求劳工部和SEC起草指引 使私人资产投资符合受托责任要求[6] - 该政策将促进私人资产在退休计划中的广泛采用[6] - 高盛斥资10亿美元收购T Rowe Price股份 目标在2026年中向美国退休者提供私人资产[8] 市场准备情况 - 四分之一的计划赞助商考虑在投资组合中增加另类资产[8] - 施罗德公司观察到退休计划中对私人市场的需求正在上升[5] - 标普全球投资经理指数显示8月风险厌恶情绪再度抬头 投资偏好转向防御性配置[3]
Goldman CEO says T. Rowe deal gives investors access to retirement products
Yahoo Finance· 2025-09-08 22:26
高盛对T Rowe Price的战略投资 - 高盛对T Rowe Price进行最高达10亿美元的小额投资 旨在为投资者提供更广泛的私人市场准入 [1] - 投资包括合作向零售投资者提供私人市场产品 [1] - 合作重点涉及退休及其他领域 使投资者能够获得独特产品 [2] 另类投资市场前景 - 另类投资仍处于长期增长的早期阶段 [2] - 投资者对另类投资产品的参与度持续提升 [2] 并购市场动态 - 公司对资产或财富管理领域的交易持开放态度 但交易门槛非常高 [2] - 战略并购活动出现回升 而金融赞助方的活动相对平淡 [2] - 全球并购额达到2.6万亿美元 创2021年疫情高峰期以来前七个月最高纪录 [4] 宏观经济与行业环境 - 美联储政策利率并未达到极度限制性水平以抑制风险偏好 [3] - 人工智能繁荣的乐观情绪抵消了美国关税政策的不确定性 [4] - 企业董事会正积极寻求增长机会 [4] 公司业绩表现 - 作为全球顶级并购顾问 公司受益于交易复苏 第二季度利润得到提升 [3]
OHA Secures Significant Commitment from ADIA for European Special Situations Strategy
Globenewswire· 2025-09-08 07:00
London, Sept. 08, 2025 (GLOBE NEWSWIRE) -- Oak Hill Advisors (“OHA”), a leading global credit-focused alternative asset manager, has secured a significant commitment from a wholly owned subsidiary of the Abu Dhabi Investment Authority (“ADIA”) for its European special situations strategy. Drawing on OHA’s more than 30 years of European credit investing expertise, the strategy will offer flexible and scalable financing solutions tailored to the evolving needs of European corporate and non-corporate borrowers ...
Private Markets Push: Can Goldman Profit From T. Rowe Price Tie-Up?
ZACKS· 2025-09-05 16:06
公司战略合作 - 高盛与普信集团合作推出面向退休和财富投资者的多元化公开及私募市场解决方案 包括目标日期策略 模型投资组合 多资产产品和个性化咨询 [1][2] - 高盛投资10亿美元收购普信集团约3.5%股权 通过合作获得普信以退休为重点的客户群 [1][2] - 合作将结合高盛在公私市场创新能力和普信主动投资专长 为客户创造退休储蓄和财富积累新机会 [3] 市场扩张计划 - 合作将推出目标日期策略(2026年中) 顾问管理账户和多元资产产品 扩大个人投资者 顾问和计划赞助商对私募市场的参与 [2][4] - 上月行政命令扩大401(k)计划对另类资产的投资渠道 为私募市场投资普及和退休投资多元化铺平道路 [3] - 合作使双方能利用私募市场专长 扩大资产管理规模 加强在退休解决方案市场地位 并通过客户群扩张增加费用收入 [4] 行业竞争动态 - 贝莱德过去一年投资超280亿美元加强私募市场地位 目标到2030年募集4000亿美元私募资产 并实现运营收入和市值翻倍 [5][6] - 摩根大通2025年2月宣布追加500亿美元直接贷款配置 自2021年来已完成100多笔私募信贷交易 部署超100亿美元 [7] 公司财务表现 - 高盛年初至今股价上涨30.8% 超过行业23.6%的涨幅 [8] - 公司远期市盈率14.91倍 略高于行业平均14.65倍 [10] - 2025年及2026年每股收益共识预期分别为45.63美元和52.40美元 对应年增长率12.6%和14.9% 过去30天预期保持稳定 [11][13]