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FS Credit Opportunities Corp. (FSCO) Declares Distribution for October, November and December 2025
Prnewswire· 2025-10-09 04:15
基金分红公告 - FS Credit Opportunities Corp (FSCO) 宣布2025年10月、11月和12月的月度分红,每股分红金额为0.0678美元 [1] - 分红支付日期分别为2025年10月31日、11月28日和12月31日 [1] - 除息日和登记日均设定在支付当月的特定日期,例如10月的除息日和登记日为2025年10月24日 [5] 分红策略与股东回报 - 提前宣布未来三个月的分红,旨在强化为股东提供持续收入的承诺,并为收入型投资者提供更清晰的可预见性 [2] - 此举显示了公司现金流的稳健性以及对透明度的承诺,特别是在美联储考虑进一步降息的市场环境下 [3] - 基金支付定期的月度现金分红,其水平可能随时调整,并可能受到投资组合和市场状况变化等多种因素影响 [5] 财务业绩与收益率 - 截至2025年9月30日,基于基金资产净值(NAV)和市价的年化分红收益率分别为11.3%和11.8% [3] - 2025年至今,基金的月度分红已完全被其税基上的净投资收入所覆盖 [3] - 截至2025年9月30日,基金基于资产净值和市价的年初至今估算总回报率分别为9.5%和10.1% [3] 基金概况与投资策略 - 基金管理资产规模约为22亿美元 [4] - 基金的投资策略集中于事件驱动信贷、特殊机会、私人资本解决方案及其他非传统信贷机会 [4] - 基金管理公司Future Standard是一家全球另类资产管理公司,拥有超过30年的业绩记录,管理资产规模达860亿美元 [8]
Blackstone Taps Deutsche Bank’s Shah for Top Private Credit Role
MINT· 2025-10-08 17:27
(Bloomberg) -- Follow Bloomberg India on WhatsApp for exclusive content and analysis on what billionaires, businesses and markets are doing. Sign up here. Blackstone Inc. has hired Apurva Shah for a top role in its private credit and insurance business in India as the alternative asset manager seeks to capture the country’s rising demand for credit. Shah, the firm’s first hire for credit in India, will report to Mark Glengarry, head of Asia Pacific private credit strategies at Blackstone Credit & Insu ...
Data Center Boom Brings Risks of Overbuilding, Ares’ Says
MINT· 2025-10-07 23:52
(Bloomberg) -- The flood of capital pouring into AI infrastructure is raising the risks of overcapacity as the world’s biggest investors look to cash in on the artificial intelligence boom, according to Ares Management Corp. Co-President Kipp deVeer. “If you look historically in areas like this over the past 20 or 30 years, typically when this much capacity comes online, some of it at the end of the day has to be marginal,” deVeer said, speaking on the sidelines of the Greenwich Economic Forum in Connect ...
Abacus Global Management Acquires AccuQuote
Globenewswire· 2025-10-06 20:00
~ Strategic Acquisition Further Expands Breadth of Abacus’ Financial Services Platform ~ ~ Positions Company to Serve Entire Lifecycle of Clients ~ ORLANDO, Fla., Oct. 06, 2025 (GLOBE NEWSWIRE) -- Abacus Global Management, Inc. (“Abacus” or the “Company”) (NASDAQ: ABL), a leader in the alternative asset management space, announced the acquisition of AccuQuote, a premier online life insurance brokerage company. AccuQuote offers customers quotes from multiple insurance providers through a single platform. Th ...
TD Cowen Reaffirms Its Buy Rating on Ares Management Corporation (ARES) with $205 Price Target
Yahoo Finance· 2025-10-02 07:05
Ares Management Corporation (NYSE:ARES) is one of the 20 Best Stocks to Buy and Hold for a Lifetime, delivering consistent revenue and dividend growth. TD Cowen Reaffirms Its Buy Rating on Ares Management Corporation (ARES) with $205 Price Target After a thorough sell-side teach-in on September 25, TD Cowen reaffirmed its Buy recommendation on Ares Management Corporation (NYSE:ARES) on September 26, 2025, with a $205 price target. Updates in five major growth areas—wealth management, secondaries, real es ...
Abacus Asset Group to Host Investor Summit on Longevity-Based Investments and Private Credit in Zurich, Switzerland with Global Virtual Access
Globenewswire· 2025-10-01 20:00
ORLANDO, Fla., Oct. 01, 2025 (GLOBE NEWSWIRE) -- Abacus Global Management, Inc. ("Abacus" or the "Company") (NASDAQ: ABL), a leader in the alternative asset management space, announced today that its specialized division, Abacus Asset Group, will host an Investor Summit on Tuesday, October 28, 2025, at The Dolder Grand in Zurich, Switzerland. The event will highlight the secondary life insurance industry, lifespan-based financial products, and private credit opportunities, offering both in-person and virtua ...
PayPal Sells $7B in US BNPL Receivables to Blue Owl Capital in Two-Year Agreement
Yahoo Finance· 2025-10-01 14:16
PayPal Holdings Inc. (NASDAQ:PYPL) is one of the best NASDAQ stocks to buy according to hedge funds. On September 24, PayPal Holdings and alternative asset manager Blue Owl Capital Inc. (NYSE:OWL) executed a two-year agreement. Under this deal, funds managed by Blue Owl will purchase ~$7 billion of Buy Now, Pay Later/BNPL receivables originated by PayPal in the US. This transaction aligns with PayPal’s balance sheet-light model for credit, but PayPal will retain full responsibility for all customer-facing ...
Brookfield Holds $4B+ First Close for Fourth Global Infrastructure Debt Fund
Globenewswire· 2025-10-01 14:00
基金募资情况 - 布鲁克菲尔德宣布其第四期基础设施债务基金已完成首次募集,募资额超过40亿美元 [1] - 该基金的前一期策略在2023年完成募集,资本承诺总额达60亿美元,是当时全球最大的私募基础设施债务基金 [4] 基金投资策略与定位 - 基金目标投资于具有受监管、合同约定或特许经营权现金流的基础设施资产和企业的高收益债务 [2] - 公司凭借其广泛的资产知识、行业关系以及以解决方案为导向的融资结构,成为借款人信赖的合作伙伴 [2] - 基金为投资者提供了分散其对基础设施和私募信贷投资的机会 [2] 市场机遇与管理层观点 - 支持基础设施发展的资本需求巨大,为与领先公司合作并为其基础设施业务融资创造了强劲机会 [3] - 借款人日益寻求能够提供灵活结构、快速执行以及由知识渊博的贷款方提供资金确定性的替代资本来源 [3] - 公司处于该市场前沿,提供定制化的资本解决方案并建立了强大的全球项目储备 [3] 公司业务平台与规模 - 布鲁克菲尔德资产管理公司是一家领先的全球另类资产管理公司,总部位于纽约,管理资产规模超过1万亿美元 [5] - 公司的信贷业务在全球管理着约3320亿美元的资产,专注于广泛的私募信贷投资策略 [6] - 公司的投资平台结合了数十年发展起来的直接投资能力以及多个战略合作伙伴 [6] 近期投资活动 - 布鲁克菲尔德基础设施信贷平台在其核心领域积极投资,包括可再生能源和数据基础设施,2024年已部署超过40亿美元资本 [3] - 近期投资包括向Crusoe提供7.5亿美元的信贷额度以支持其AI工厂的发展和扩张 [3] - 近期投资还包括向波兰领先的可再生能源平台Qair Polska提供1.5亿美元的信贷额度 [3]
Dealmaking is back in a big way. Here's how you can tweak your portfolio to capitalize.
Yahoo Finance· 2025-10-01 00:45
Justin Sullivan/Getty Images The record $55 billion take-private deal for Electronic Arts signals a broader dealmaking resurgence. Goldman Sachs sees the boom continuing through 2026. There are a few proactive steps investors can take to make sure they're positioned to benefit. There's a long-running joke in the TV show "Silicon Valley" about what the point of a company is. Is it to make money? Or is it to instead be valued as if maybe someday you'll eventually make money? Or is it simply to get b ...
Blackstone Earnings Preview: What to Expect
Yahoo Finance· 2025-09-30 00:57
公司概况 - 公司为全球领先的另类资产管理公司及金融咨询服务提供商 市值达1292亿美元 [1] - 投资领域涵盖私募股权、房地产、对冲基金解决方案、信贷与保险以及多资产策略 服务于全球机构及个人投资者 [1] 近期业绩与市场表现 - 公司股价在过去52周内上涨13.3% 但表现不及同期标普500指数超16%的涨幅和金融精选行业SPDR基金19.4%的回报率 [4] - 公司公布2025财年第二季度业绩后 股价于7月24日上涨3.6% [5] - 当季可分配收益增长25%至16亿美元(每股1.21美元) 超出市场预期 [5] 业绩增长驱动因素 - 业绩增长由强劲的资金流入驱动 总流入额达521亿美元 其中超半数资金流入其信贷与保险部门 [5] - 永久资本资产管理规模增长16% 推动费用相关业绩收入增长超一倍 达到4.721亿美元 [5] 未来业绩预期 - 市场预计公司将于10月16日公布2025财年第三季度财报 预期每股收益为1.24美元 较去年同期的1.01美元增长22.8% [2] - 公司过去四个季度的每股收益均超过华尔街预期 [2] - 对于整个2025财年 分析师预测每股收益为5美元 较2024财年的4.64美元增长7.8% [3] - 展望2026财年 每股收益预计将同比增长29.8% 达到6.49美元 [3] 分析师观点与评级 - 分析师对股票的整体评级为“温和买入” [6] - 覆盖该股的22位分析师中 7位给予“强力买入”评级 2位建议“温和买入” 12位建议“持有” 1位给予“强力卖出”评级 [6] - 平均目标价为182.90美元 暗示较当前水平有4.3%的潜在上行空间 [6]