公司财务表现 - Cohen & Steers在过去五年中基础现金股息的复合年增长率为9.8% [1] - 公司在商业地产面临最严峻宏观背景之一的情况下仍保持了资产管理规模的优势 [1] 投资策略与市场观点 - 股票市场是一种强大的机制，长期来看每日价格波动会累积成巨大的财富创造或毁灭 [1] - Pacifica Yield的投资目标是追求长期财富创造，重点投资于被低估的高增长公司、高股息股票、房地产投资信托基金和绿色能源公司 [1]

资产管理规模 - 截至9月30日，公司管理资产总额为2.317万亿欧元 [1] - 资产管理规模较三个月前增长2.2% [1]

Amundi , Europe's biggest asset manager, reported slightly higher-than-expected net inflows in the third quarter on Tuesday, driven by continued growth in funds that track the market and demand from its Asian joint ventures. ...

The company’s net profit for the quarter under review stood at Rs 49 crore, down 2% from Rs 50 crore reported in the same quarter of the previous fiscal year. Its Earnings before Interest, Tax, Depreciation and Amortisation (EBITDA) fell by 17% from June to Rs 17. EBITDA margin for the quarter declined by 440 basis points to 63% from 68% in June.Sequentially, Canara’s revenue from operations declined 11%, while its net profit 20% due to higher expenses.Despite today’s decline in the stock price, IPO invest ...

核心财务表现 - 第三季度调整后税前收入为4.45亿欧元，同比增长4% [1][25][32] - 前九个月调整后税前收入为13.4亿欧元，同比增长4.1% [38][44] - 第三季度调整后净收入为3.4亿欧元，调整后每股收益为1.65欧元 [1][33][34] - 前九个月调整后净收入为9.78亿欧元，调整后每股收益为4.76欧元 [44][48][49] 资产管理规模 - 截至2025年9月30日，资产管理规模达到创纪录的2.317万亿欧元，较年初增长3.5% [1][15] - 资产管理规模增长得益于强劲的资金净流入（+670亿欧元）和正向的市场效应（+1070亿欧元） [15] - 过去一年（2024年9月30日至2025年9月30日）资产管理规模增长5.7% [59][60] 资金流动情况 - 前九个月实现资金净流入670亿欧元，其中第三季度为150亿欧元 [1][15][16] - 中长期资产（MLT）前九个月净流入570亿欧元 [1][16] - 合资企业（JVs）前九个月贡献净流入179亿欧元，第三季度为46亿欧元 [16][20][62] 战略支柱业务表现 - 亚洲地区前九个月净流入290亿欧元，主要来自合资企业（+190亿欧元）和直接分销（+100亿欧元） [1][6] - 第三方分销渠道前九个月净流入210亿欧元，主要集中在中长期资产（+200亿欧元） [1][7] - 交易所交易基金（ETF）业务前九个月净流入280亿欧元，资产管理规模首次超过3000亿欧元 [1][8] 技术与创新业务 - Amundi Technology前九个月收入达8100万欧元，同比增长48.4%，已超过2024年全年水平 [1][10][39] - 员工储蓄与退休业务前九个月录得创纪录的40亿欧元净流入，在法国市场占有率45%，位居第一 [1][11] 新战略计划 - 公司将于2025年11月18日公布新的三年期战略计划，以接替即将到期的"Ambitions 2025"计划 [1][13] - 新计划将考虑与UniCredit分销协议于2027年7月到期的不确定性 [13][14] 区域与客户细分表现 - 零售业务第三季度净流入77亿欧元，前九个月净流入149亿欧元 [62] - 机构业务第三季度净流入30亿欧元，前九个月净流入345亿欧元 [62] - 按地区划分，欧洲（除法国和意大利）前九个月净流入296亿欧元，亚洲净流入290亿欧元 [64]

The Davenport Asset Management Fixed Income team manages 5 models with oversight by the Investment Policy Committee (IPC). The team takes a dynamic approach to managing interest rate and credit risk with a conservative focus designed to meet individual client needs. Important Disclosures Disclosures: Any opinions expressed here are statements of judgment on this date and are subject to future change without notice. This information may contain forward looking predictions that are subject to certain risk ...

“USD-linked stablecoins like USDT and USDC command over 99% of the $300 billion market as of October 2025. A yuan-backed stablecoin hitting 10–15% share could ignite bloc tensions. Conflict only arises if it surpasses 20%, fracturing global liquidity.”Stablecoins remain an extension of dollar liquidity. Around 99% of circulation is USD-pegged, with USDT and USDC dominant. Non-dollar or commodity-backed tokens could spark bloc-based competition — a clear sign that liquidity may fragment along political lines ...

美国股市前景 - 美国股市长期主导全球市场 但当前估值可能已不能支撑其基本面 未来回报前景不明朗[1] - 市场领导地位具有周期性 美国股市的长期领先地位可能将转向有利于国际市场[3] - 受人工智能主题流行推动 以增长为导向的美股导致盈利与市值之间出现脱节 使投资组合过度集中于美国增长股[3] 国际股市投资机遇 - 宏观经济因素如关税、通胀、利率下调及美元走弱共同产生复合效应 使国际股票相对于美国股票更具吸引力[4] - 全球部分地区如欧洲和日本盈利增长更为强劲 而美国高昂的市场估值可能与公司基本面不匹配 预示其超额回报可能已达顶峰[5] - 初始估值对未来回报至关重要 国际股市的起始估值更具吸引力[5] - 调查显示52%的受访者已配置10%-20%的国际股票 近50%预计国际股票将继续跑赢[6] 投资策略与工具 - 采用自下而上的投资策略 寻找未被充分认识的机会、具备韧性的基础和执行能力作为三大支柱[8] - 根据业务风险和盈利流将持仓分为三类：基础价值、持续盈利者和新兴特许经营[8] - 主动管理型ETF是参与国际投资的有效工具 尤其适用于复杂且具有细微差别的国际股票领域[7][9] - Thornburg Investment Management旗下管理520亿美元资产 提供TXUE和TXUG等主动管理型ETF 分别适用于广泛的国际股票暴露和侧重增长因子的投资[9]

Conference Call Scheduled for 8:30 a.m. Eastern Time WEST PALM BEACH, Fla., Oct. 27, 2025 (GLOBE NEWSWIRE) -- AMG (NYSE: AMG) will report financial and operating results for the third quarter ended September 30, 2025 on Monday, November 3, 2025. A conference call will be held at 8:30 a.m. Eastern time on the same day.        In addition to quarterly results, the conference call may include discussion of management’s expectations of future financial and operating results. Jay C. Horgen, Chief Executive Offi ...

Share Goldman Sachs BDC, Inc. Schedules Earnings Release and Conference Call to Announce Third Quarter 2025 Results NEW YORK--(BUSINESS WIRE)--Goldman Sachs BDC, Inc. ("GS BDC†) (NYSE: GSBD) announced today that it will report its third quarter ended September 30, 2025 financial results after the market closes on Thursday, November 6, 2025. GS BDC will also host an earnings conference call on Friday, November 7, 2025 at 9:00 am Eastern Time to discuss its financial results. All interested parties are invi ...