Using a creative fund structure, REX-Shares and Osprey Funds have launched ETF's that hold XRP and Dogecoin. | Credit: Chip Somodevilla/Getty Images. Key Takeaways REX-Shares and Osprey Funds have launched ETFs that hold XRP and Dogecoin. The REX-Osprey partnership has used an alternative listing strategy to fast-track ETF approval. The new funds combine spot exposure with crypto derivatives. The Securities and Exchange Commission (SEC) has given the green light for exchange-traded funds to invest ...

Blackstone Inc. (NYSE:BX) is among the high growth mega cap stocks you can buy and hold for the next 3 years. Anchor Investment Management LLC increased its holdings in Blackstone Inc. (NYSE:BX) by 275.4% in the first quarter, according to the latest 13F filing with the SEC. Following the purchase of 6,500 shares, the investment advisor now owns 8,860 shares of the company’s stock worth $1,238,000. With a solid track record and a stellar management team, Blackstone Inc. (NYSE:BX) offers what very few do. ...

Affiliated Managers Group (AMG) offers exposure to a diverse set of boutique investment managers. Shares set a new all-time in intraday trading on Sept. 17. AMG stock is up 35% over the past year. AMG currently holds a 100% “Buy” opinion from Barchart and has a Trend Seeker “Buy” signal. Today’s Featured Stock Valued at $6.67 billion, Affiliated Managers Group (AMG) is a global asset management company with equity investments in leading boutique investment management firms. AMG’s affiliates of ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: RBC Capital upgraded Nike (NKE) to Outperform from Sector Perform with a price target of $90, up from $76. The firm sees a "steeper revenue recovery" for Nike than Street estimates reflect with new product contribution and World Cup selling. Needham upgraded Amicus (FOLD) to Buy from Hold with a $14 price targ ...

We believe in the power of value investing, looking beyond short-term, conventional thinking to pursue long-term value. Since 1986, our global experience has generated investment insights and a range of differentiated fixed income, equity, and alternative solutions. As a specialist investment manager of Franklin Resources, Inc., Brandywine Global offers the advantages of an investment boutique backed by the resources and infrastructure of one of the world's leading asset managers. With headquarters in Phila ...

Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management . He also manages the Focused Growth portfolio on the new fintech platform called Dub , which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the ...

作者背景 - 作者Kody是Seeking Alpha分析师 自2017年9月（20岁时）开始投资 专注股息增长投资策略[1] - 同时为Sure Dividend、The Dividend Kings及iREIT+Hoya Capital平台定期供稿[1] - 运营"Kody's Dividends"博客 记录通过股息增长投资实现财务自由的历程[1] 投资策略 - 核心策略是买入具有重大增长催化剂的行业领导者[1] - 投资组合包含BLK（贝莱德）和BAM（布鲁克菲尔德资产管理）的多头头寸[1] 内容属性 - 文章为作者独立观点 未获得除Seeking Alpha外任何补偿[1] - 作者与提及公司不存在业务关系[1] - 分析内容以股息增长股为主 偶尔涉及成长股研究[1] *注：文档[2]为平台免责声明 与投资分析内容无关 已跳过*

公司概况 - 总部位于爱荷华州得梅因 提供退休金、年金、共同基金、资产管理、人寿保险和专业福利等产品及服务 [1] - 市值达180亿美元 属于大盘股 在资产管理行业具有规模和影响力 [2] - 业务组合多元化 涵盖退休、投资和保险解决方案 带来稳定经常性收入 [2] 财务表现 - 第二季度调整后每股收益2.16美元 同比增长32.5% 超出市场预期1.98美元 [5] - 资产管理规模达7527亿美元 同比增长7.7% 反映健康的资金净流入 [5] 股价表现 - 当前股价较52周高点91.98美元（2024年10月17日）低12.1% [3] - 过去三个月上涨6.7% 落后于标普500指数同期10.3%的涨幅 [3] - 过去52周下跌3.5% 显著落后于标普500指数17.1%的涨幅 [4] - 年初至今上涨4.5% 低于标普500指数12.2%的涨幅 [4] - 自8月下旬以来交易价格持续高于200日移动平均线 自8月中旬以来高于50日移动平均线 [4] 同业比较 - 表现落后于竞争对手Corebridge Financial 后者过去52周上涨17.4% 年初至今上涨5.7% [5] 市场评级 - 15位覆盖该股的分析师给予"持有"共识评级 [6] - 平均目标价85.92美元 较当前价格存在6.3%溢价空间 [6]

公司治理结构优化 - 全球执行委员会新增20名高层领导者 包括欧洲业务主管Sarah Melvin、投资策略师Mike Pyle、副首席运营官Stacey Mullin及美国财富与退休部门主管Jaime Magyera [1] - 成立正式管理委员会 成员包括首席运营官Rob Goldstein和首席财务官Martin Small等高管 该团队将负责制定长期愿景、战略、文化与原则 [2] - 管理层调整涉及副总裁Mark McCombe将于明年退休 公司未对此发表正式声明 [4] 战略发展动向 - 公司计划在未来五年提升市值 截至2025年6月末资产管理规模超12.5万亿美元 [3] - 近期通过收购多家公司布局私募市场领域 旨在把握该板块增长机遇 [3] - 获得科威特经营许可 拓展中东地区业务版图 [4] 领导层梯队建设 - Martin Small与Rob Goldstein共同担任全球运营委员会联席主席 被外界视为潜在首席执行官继任人选 [3] - 此次架构调整旨在释放人才潜力 保持对客户需求与市场机遇的敏捷响应 [4]

美联储降息预期与投资策略 - 市场普遍预期美联储将降息25个基点 并预计年底前还有两次25个基点降息 明年上半年再降息两次[2][3] - 建议投资者从现金转向超短期限债券策略 以锁定更高收益率 可获取30-40个基点或更多的额外收益[4][8] 收益型投资工具配置 - 衍生品收益类ETF今年资金流入达440亿美元 成为重要资金流入领域[10] - 该类ETF提供股票敞口且波动性更低 同时支付高额稳定收入 适合当前市场环境[11] 小盘股投资机会分析 - 小盘股明年盈利预计增长30% 显著高于大盘股的10%增速[15] - 并购交易量同比增长30% IPO数量同比增加超过50% 为板块提供重要催化剂[15] - 小盘股中位数公司较大盘股存在27%估值折价 估值吸引力显著[16] 小盘股投资执行方式 - 不建议投资整个基准指数 因约三分之一小盘股公司处于亏损状态[18] - 强调通过主动管理方式 聚焦基本面和估值俱佳的优秀公司[18] 长期投资策略建议 - 历史数据显示 长期最佳投资策略是保持投资而非试图择时[18] - 在保持投资的同时 可边际调整配置工具以适应市场环境[18]