You can get access to everything we have to offer right now. Try our service and decide for yourself.Invesco Mortgage ( IVR ) carries a significant amount of risk, and so do its preferred shares. We recently had an article come out on Seeking Alpha about their Q2 2024 performance . Investors currently (well, asAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this ar ...

ATLANTA, Oct. 9, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,795.6 billion, an increase of 2.5% versus previous month-end. The firm delivered net long-term inflows of $3.3 billion in the month. Non-management fee earning net outflows were $0.6 billion and money market net inflows were $11.2 billion. AUM was positively impacted by favorable market returns which increased AUM by $25 billion. FX and reinvested distributions increased AU ...

文章核心观点 - 景顺公司减持维易科仪器股份是战略决策，反映其投资理念，为市场和投资者提供行业趋势和投资公司行为的见解 [1][8] 公司情况 景顺公司 - 1935年成立，总部位于亚特兰大，是全球投资管理行业巨头，通过战略收购和全球扩张发展，管理多领域资产，侧重科技和金融服务 [2] - 2024年6月30日，其前十大持仓包括苹果、微软等公司，微软持仓143亿美元，英伟达持仓129亿美元，苹果持仓97亿美元等 [3] - 2024年9月30日，减持维易科仪器1677839股，剩余360673股，交易价格每股33.13美元，对其投资组合影响4.01%，当前持仓占总投资0.60% [1] 维易科仪器公司 - 1994年成立，主要在半导体行业运营，开发关键薄膜工艺设备，产品用于照明、显示和电力电子等高科技领域 [4] - 股票适度高估，GF值27.78美元，当前股价32.66美元，GF评分为74分，未来表现潜力大 [4] 行业情况 - 半导体行业正经历重大变革，创新和需求激增，维易科仪器在该行业具竞争地位，但行业波动要求景顺等公司不断调整投资策略 [6] 交易影响 - 此次交易使景顺对半导体行业的敞口略有改变，减持维易科仪器股份至总投资组合的0.60%，可能是资源战略重新分配 [5] 对投资者的意义 - 景顺调整维易科仪器持仓或反映市场趋势或内部战略转变，为投资者提供大型资产管理公司对半导体行业增长潜力和风险因素的看法，强调在快速变化市场中保持适应性的重要性 [7]

文章核心观点 - 追踪纳斯达克指数的ETF并非对大多数投资者而言都是最佳选择 投资者在投资热门ETF前应考虑其他选择 并给出三种选择建议 [1] 分组1：QQQ的替代产品QQQM - Invesco于2020年推出新ETF Invesco Nasdaq 100 ETF（QQQM） 它追踪与QQQ相同的纳斯达克100指数 但新份额比旧ETF有5个基点的折扣 [2] - QQQ每年收取0.20%的资产费用 而新的纳斯达克100 ETF仅收取0.15% 长期来看差异会累积 [2] - Invesco推出低价ETF是因面临更多竞争 但旧ETF有大量资金锁定 有大量未实现资本收益的投资者可能为延迟纳税而放弃几个基点 且较大资产基础使基金流动性更强 对大投资者或频繁交易者有吸引力 [2] - 若计划买入并持有追踪纳斯达克100指数的ETF QQQM比QQQ更优 [2] 分组2：关注基本面的反向ETF - Invesco QQQ Trust投资组合高度集中 前10大持仓占整个基金超50% 且许多最大持仓的交易价格与其基本财务表现不符 [3] - 投资Schwab Fundamental U.S. Large Company ETF（FNDX）可抵消QQQ Trust的高集中度和高价格 该ETF根据基本面（调整后销售额、经营现金流和返还给股东的现金）对证券进行排名和加权 [3] - Schwab基金的市盈率仅为19.4倍 而Invesco基金为39.5倍 它虽在纳斯达克100的一些大公司有大量持仓 但也将更多价值股纳入投资组合 从长期来看这种多元化可能使投资者受益 [3] - Schwab ETF的费用比率为0.25% 高于Invesco QQQ ETF 但耐心的投资者进行反向操作可能会有回报 [4] 分组3：小盘价值ETF - Invesco QQQ Trust ETF的最大吸引力是其强劲的回报记录 但小盘价值股的历史回报比纳斯达克100中的大盘成长股更好 [5] - Avantis US Small Cap Value ETF筛选基于盈利能力的小盘股 以排除可能的价值陷阱 然后根据市值投资剩余公司 投资组合中有超700只股票 单一投资占比不超1% [7] - Avantis基金虽为主动管理基金 但更具被动指数特征 自2019年成立以来其回报几乎是基准指数的两倍 对寻求长期获得比标准普尔500或纳斯达克100更强回报的投资者是不错选择 [7]

核心观点 - 可立即体验公司提供的所有服务并自行决定是否使用 [1]

Invesco (IVZ) remains well-positioned for growth on the back of diversified offerings, efforts to enhance operating efficiency and solid assets under management (AUM) balance. However, a high intangible assets composition on the balance sheet and subdued revenue performance are major headwinds.Invesco’s CatalystsInvesco has been recording steady improvement in the AUM balance. The metric witnessed a compound annual growth rate (CAGR) of 12.3% over the five years ended 2023. The OppenheimerFunds acquisition ...

文章核心观点 - Invesco QQQ Trust近期表现优于标普500指数，有望继续提升回报，长期投资或能让投资者资产达到百万美元 [1][4][6] 投资价值 - 投资者可通过买入并持有Invesco QQQ Trust获得科技行业发展趋势的充分敞口 [3] - 过去五年Invesco QQQ Trust总回报率达169%，1万美元投资如今价值近2.7万美元，表现远超标普500 [4] - Invesco QQQ Trust费用率仅0.2%，远低于ARK Innovation ETF的0.75%，但过去五年回报率却远超后者 [4][5] - 自1999年成立以来，Invesco QQQ Trust能将9万美元初始投资变成100万美元，长期投资有望实现资产达百万美元目标 [6] 投资风险 - Invesco QQQ Trust近三个月有两次明显下跌，因其集中于科技股，可能比标普500指数波动更大 [6] 投资建议 - 投资应注重长期持有，而非试图把握市场时机 [6] 投资组合构成 - Invesco QQQ Trust跟踪纳斯达克100指数，仅包含100只股票，与标普500指数不同 [2] - 信息技术板块在Invesco QQQ Trust中权重高达50.3%，“七巨头”公司合计占比42.5%，对其表现影响较大 [2] - “七巨头”公司受益于数字广告、云计算等科技趋势，推动了基金过去几年的表现 [2]

ATLANTA, Oct. 1, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its third quarter 2024 results on Tuesday, October 22. The earnings release and presentation materials are scheduled to be released and posted to the Investor Relations section of the Company's website, www.invesco.com/corporate, at approximately 7 a.m. ET. A conference call to discuss Invesco's results will be held at 9 a.m. ET on that day; the live audio webcast and replay can be accessed through the same website under Events and ...

很抱歉,这篇新闻文章没有提供任何关于公司或行业的具体信息,仅包含了一些作者的个人背景和投资策略。因此无法根据您的要求进行总结。这篇文章主要是作者自我介绍,没有涉及任何公司或行业的相关内容。我无法从中提取出任何有价值的关键要点。

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Kindly note that our content on Seeking Alpha and other platforms doesn't constitute financial advice ...