By Tatiana Bautzer and Saeed Azhar NEW YORK (Reuters) -Goldman Sachs and asset manager T. Rowe Price, which announced a partnership earlier this month, plan to offer new alternative investments for retirement accounts by the end of the year, their executives told Reuters. The plan comes after an executive order by President Donald Trump broadened access of 401(k) retirement accounts to alternative investments such as private credit, private equity and others. The move could give private asset managers ac ...

No or low debtgettyNo or low debt allows a company to allocate capital without endless thinking about the direction of interest rates. Since no money is owed, there is no monthly payment to lenders, a feature of the concept that many find pleasing. Those in charge can spend funds on projects without that kind of worry.Shareholders like the idea as well – at least, those shareholders who understand how debt can hinder growth and constrain innovative thinking. Stocks of 4 such companies that pay a dividend of ...

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 ...

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 ...

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 ...

Retirement investors made safe bets in August, according to Alight Solutions’ 401(k) Index, quietly moving their nest egg savings into fixed-income options from equities. The cautious mood was palpable. Trading levels in retirement accounts were eerily quiet with no above-normal trading days last month, per the index. When investors in 401(k)s did make moves, they shifted from large and small US equity funds and company stock into more conservative bonds and, to a smaller degree, money market funds and e ...

By Saeed Azhar NEW YORK (Reuters) -Goldman Sachs' "small investment" of up to $1 billion in asset manager T. Rowe Price is aimed at giving investors broader access to private markets, CEO David Solomon said on Monday. Solomon was explaining the rationale for the investment announced last week, including their partnership to offer retail investors private market products. "This is about our partnering in retirement and in other areas to give investors access to some very, very unique products," Solomon t ...

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 ...

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]

为了维持增长动力，华尔街已将目光投向散户投资者和高净值用户，视其为未来业务增长的核心引擎。 继先锋、资本和贝莱德之后，高盛也宣布入局个人财富市场，与美国资管公司普徕仕达成最高10亿美元 的战略投资协议，向散户和财富管理客户推广私人市场投资产品。 "凭借高盛在公开和私募市场数十年的领先创新经验，以及普徕仕在主动投资领域的专业知 识，客户可以满怀信心地投资于退休储蓄和财富创造的新机遇。" 普徕仕首席执行官Rob Sharps则认为，与高盛的合作将"建立在我们横跨公开和私募市场的广泛能力之 上，为客户提供释放私人资本潜力的能力"。 传统资管巨头与私募投资机构正在加速整合，争夺个人投资者这一新兴市场。 高盛周四宣布，已与美国资产管理公司普徕仕（T Rowe Price）达成最高10亿美元的战略投资协议，双 方将联手向散户和财富管理客户推广私人市场投资产品。 根据声明，高盛将在公开市场购买普徕仕的股票，预计持股比例最高可达3.5%，从而成为后者的最大 股东之一。两家机构计划向投资顾问提供目标日期基金和模型投资组合，这类产品将混合配置公开交易 的股票、债券以及非公开交易的私募市场资产。 消息公布后，市场反应积极。普徕仕股 ...