Deutsche Börse (OTCPK:DBOE.F) 2025 Capital Markets Day December 10, 2025 08:00 AM ET Company ParticipantsJens Schulte - CFOStephan Leithner - CEOChristoph Böhm - Executive Board MemberTobias Paulun - CEOSteffi Eckermann - Executive Board MemberDirk Becker - Senior Portfolio ManagerEnrico Bolzoni - Executive DirectorBenjamin Goy - Managing Director and Head of European Financials ResearchJan Strecker - Head of Investor RelationsNone - Company RepresentativeSam Riley - CEORobbert Booij - CEOThomas Book - Exec ...

核心观点 - 摩根士丹利投资管理公司认为当前接近4%的10年期美债收益率相对于美国经济前景而言可能过低 [1] - 公司预计2026年经济增长面临日益增强的顺风因素 更强的增长与顽固的通胀结合 可能导致美联储在未来12至18个月内降息幅度少于当前市场定价水平 [1] - 基于此判断 公司对美债采取低配立场 [1] 宏观经济与利率展望 - 10年期美债收益率接近4% [1] - 美国经济前景可能支持更高的收益率水平 [1] - 2026年经济增长面临日益增强的顺风因素 [1] - 预计将出现更强的增长与顽固的通胀相结合的局面 [1] 美联储政策预期 - 预计美联储在未来12至18个月内的降息幅度将少于当前市场定价水平 [1] 资产配置策略 - 摩根士丹利投资管理公司对美债采取低配立场 [1]

公司资产管理规模(AUM)与资金流动态 - 截至2025年11月30日，公司初步资产管理规模为1.67万亿美元，较10月底的1.68万亿美元基本持平 [1] - 当月长期资金流总体平稳，但Western Asset Management部门出现10亿美元的长期资金净流出 [1] - 若剔除Western Asset Management的影响，公司初步长期资金净流入为10亿美元 [1] 季度业绩与业务增长 - 2025年第三季度，公司所有资产类别的长期资金流入总额增长至846亿美元 [2] - 该季度长期资金流入额较上一季度增长12% [2] - 公司机构业务已中标但尚未拨款的管理资产额保持在204亿美元的强劲水平 [2] 财务状况与股东回报 - 公司现金状况稳健，拥有67亿美元现金及投资，提供了财务灵活性 [3] - 公司通过股息和股票回购向投资者返还了9.3亿美元 [3]

PresentationGood morning. Thank you, everyone, for joining our next session. It's my pleasure to introduce John Redett, CFO and Head of Corporate Strategy at Carlyle, on his way to becoming Global Head of Private Equity for the firm. So this is the last time we get to talk to John in his CFO capacity, but clearly, that's not the last time he'll get to hear from us. So...Alexander BlosteinGoldman Sachs Group, Inc., Research Division Probably not. Probably not. And especially now that as a CFO, you'll just na ...

数据中心铜需求 - 传统数据中心通常使用5,000至15,000吨铜 [1] - 为运行人工智能而建造的超大规模数据中心铜需求量可高达50,000吨 [1] 作者及关联机构背景 - 文章作者Frank Holmes是U.S. Global Investors公司的首席执行官兼首席投资官 [1] - U.S. Global Investors是一家公开上市的投资公司 管理资产超过40亿美元 [1] - 该公司在纳斯达克上市 股票代码为GROW [1] - 作者以在黄金和贵金属领域的专业知识以及推出独特投资产品而闻名 [1] - 作者同时担任HIVE Blockchain Technologies的执行董事长 [1] - HIVE Blockchain Technologies是首家公开上市的加密货币挖矿公司 [1] - 该公司在多伦多证券交易所创业板上市 股票代码为HIVE [1]

The Carlyle Group (NasdaqGS:CG) Conference December 09, 2025 11:20 AM ET Company ParticipantsJohn Redett - CFO and Head of Corporate StrategyConference Call ParticipantsAlexander Blostein - AnalystNoneThat's not. No. Thank you. I was going to ask.Alexander BlosteinAll right. Good morning. Thank you, everyone, for joining our next session. It's my pleasure to introduce John Redett, CFO and Head of Corporate Strategy at Carlyle, on his way to becoming Global Head of Private Equity for the firm. So this is the ...

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces that a class action lawsuit has been filed on behalf of shareholders who purchased Blue Owl Capital Inc. ("Blue Owl†or the "Company†) (NYSE: OWL) securities between February 6, 2025 and November 16, 2025, inclusive (the "Class Period†). Blue Owl investors have until February 2, 2026 to file a lead plaintiff motion. Law Offices of Frank R. Cruz Encourages Blue Owl Capital Inc. (OWL) Shareholders To Inquire About Securities Fraud Cla ...

2025 has seen a funny thing happen - the most boring corners of the fixed income market are finally producing very robust results. And we are talking here about intermediate duration fixed income, mostly the investment gradeWith an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns ...

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...

天眼查工商信息显示，近日，成都交子资本管理（集团）有限公司发生工商变更，注册资本由46亿人民 币增至66亿人民币，增幅约43%。 来源：中国能源网 该公司成立于2011年10月，法定代表人为付剑峰，经营范围为以自有资金从事投资活动、自有资金投资 的资产管理服务、创业投资、企业管理咨询、社会经济咨询服务。股东信息显示，该公司由成都交子金 融控股集团有限公司全资持股。 ...