JEPI: Losing Its Appeal With This Major Flaw
JEPI is a fund designed to provide income and offer lower volatility compared to the S&P 500. Click here to find out why I ...
Fixed Income Looks Undervalued - Cash In With 13%-Yielding PDI
PDI, a closed-end fund managed by PIMCO, offers a robust 13.5% dividend yield and is well-positioned for the coming rate ...
HDFC Capital Builder Value Fund turned Rs 1,000 SIP into nearly Rs 1 crore in 31 years
HDFC Capital Builder Value Fund has delivered a 14.45% CAGR since inception. Over the last 10 years, it generated 12.37% CAGR ...
Macro Hedge Fund With 76% Gain Says Market Is Mispricing US Rates
The market is underpricing the potential magnitude of US interest-rate cuts in 2026, said the co-manager of a macro hedge ...
Commercial Observer11h
KKR Targets Opportunistic Investments with New $850M Credit Fund
KKR is taking the initiative to finance properties in the U.S. and Europe with a new $850 million credit fund.
CVC Capital Partners Reports a Rise in Fee-Paying Assets Under Management
The private equity company’s fee-paying assets under management increased in 2024 as investment activity recovered, but it ...
Morningstar23h
Fidelity Total Bond Fund
O’Neil invests over $1 million in the mutual fund, but Munoz’s investments could be higher. He invests just over $50,000 in the ETF. The firm has adapted well to investor preferences that have ...
Tocqueville Asset Management to Acquire $1.3 Billion Poplar Forest Capital
The acquisition complements Tocqueville’s blended client base of institutional and ultrahigh-net-worth retail investors.
BlackRock CEO gets new compensation tied to fund performance
NEW YORK - BlackRock, Inc. (NYSE:BLK), a leading global investment management firm with a market capitalization of $151.8 billion and a strong "GOOD" Financial Health Score according to InvestingPro, ...