Bain Capital Specialty Finance (BCSF) offers a 12.1% yield, strong dividend coverage and a 22% NAV discount despite headwinds ...
William von Mueffling’s Cantillon Capital Q4 2025 13F portfolio rose to $18.49B, with 37 holdings and continued high ...
Microsoft upgraded to Strong Buy: valuation dip plus 17% Q2 revenue growth and 39% Azure surge. CAPEX rise justified; Q3 ...
Microsoft's growth strategy remains robust for cloud services, driven by a prudent capital allocation approach to protect ...
The federal government shed another 34,000 jobs in January as previously departed employees whose separation packages expired ...
VABS returned 1.13% in 4Q, driven by agency MBS strength despite sub-prime auto headwinds. Read the full Newfleet Asset ...
Deutsche Börse's Allfunds deal, structured with a reduced cash component, improves balance sheet flexibility. Read why DBOEY ...
MTY Food Group's franchise-heavy model insulates it from cost inflation, with system sales steady at $1.5bn. Read why MTYFF ...
The bullish narrative may be masking deeper structural cracks beneath the surface. Read here for a deeper macroeconomic ...
Baby Boomers, who own just over 40% of the housing stock, are aging and increasingly passing on. This will put considerable ...
PFM ETF review: strong dividend achievers, but falling payouts and high fees limit upside. Read more macro analysis here.
Allspring Emerging Markets Equity Fund outperformed its benchmark with a 36.73% annual return for 2025. Review full ...
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