Credit Portfolio Quality

Business

Major Overhaul: Nasdaq 100 Equal-Weight ETF Slices Holdings in Half, Embracing a New Selective Strategy

The Invesco NASDAQ-100 Equal Weight ETF (QQEW) has executed a dramatic portfolio shift, halving its holdings from 101 to 50 companies. This strategic pivot from pure equal-weighting to a quality-filtered approach aims to mitigate the risks of extreme concentration in the tech-heavy index while maintaining its core diversification ethos.

Feb 2, 2026

Business

BlackRock's Private Markets Ambition Faces Scrutiny Amid Valuation Concerns

As BlackRock expands access to private assets for wealthy clients through a new partnership, a significant markdown in one of its private credit portfolios and a new executive incentive plan are drawing investor attention to the risks and opacity inherent in the booming alternatives space.

Feb 2, 2026

Business

Sonesta Unveils $400 Million Portfolio-Wide Revamp, Elevating Guest Experience Across Key Markets

Sonesta International Hotels concludes a sweeping multi-year renovation initiative, injecting modern amenities and design into properties from New York to Kaua'i, as the company sharpens its competitive edge in the hospitality sector.

Feb 2, 2026

Business

The AI Gold Rush's $3 Trillion Tab: How Debt Markets Are Fueling the Data Center Frenzy

The staggering cost of building AI infrastructure is pushing tech giants and startups alike into every corner of the debt market, from blue-chip bonds to private credit, reshaping investment portfolios and introducing new risks.

Feb 2, 2026

Business

The Hidden Cost of Stability: Three Low-Volatility Stocks That May Hinder Your Portfolio's Growth

While low-volatility stocks offer a haven during market turmoil, their defensive nature can become a liability in bull markets, potentially causing investors to miss out on significant gains. We examine three such stocks and the risks they currently pose.

Feb 2, 2026

Business

Why a Washington Wealth Manager Is Betting Big on a New, High-Conviction ETF

Capital Planning LLC makes a deliberate 2.1% portfolio pivot into the concentrated Akre Focus ETF, signaling a strategic move beyond passive indexing in pursuit of differentiated, quality-driven returns.

Feb 2, 2026

Business

Orchid Island Capital Posts Strong Q4 on Favorable Rates, Strategic Portfolio Shift

Orchid Island Capital (ORC) reported robust fourth-quarter earnings, driven by a stable interest rate environment, tightening mortgage spreads, and lower funding costs. The REIT continued its strategic pivot into higher-coupon mortgage pools with built-in prepayment protection.

Jan 31, 2026

Business

Building a Legacy Portfolio: Two Growth ETFs for the Long Haul

For investors seeking sustained growth over decades, two exchange-traded funds stand out for their proven track records and strategic holdings in the world's leading companies.

Jan 30, 2026

Business

Analyst Bullish on BrightSpire Capital, Citing Strong Liquidity to Fuel 2026 Growth

B.Riley initiates coverage on BrightSpire Capital (BRSP) with a Buy rating, highlighting its robust cash position and improved credit quality as key drivers for future loan originations, while its stock trades at a discount to book value.

Jan 30, 2026

Business

RMR Wealth Builders Trims Municipal ETF Stake in Strategic Portfolio Shift

The advisory firm sold a $3.4 million portion of its First Trust Managed Municipal ETF (FMB) holding while maintaining a core $16 million position, signaling a potential tactical adjustment within a tax-advantaged income strategy.

Jan 30, 2026

Business

Klarna's Stock Plummets 16% as IPO Disclosure Lawsuits Mount Over Loss Reserves

Klarna Group faces a dual challenge: surging commercial demand for its 'buy now, pay later' services and intensifying legal scrutiny over alleged IPO disclosure failures regarding credit risk. The stock's sharp decline shifts investor focus to upcoming quarterly results and credit quality metrics.

Jan 30, 2026

Business

Antero Resources Funds Major Acquisition with $750 Million Debt Offering, Reshaping Portfolio Strategy

Antero Resources moves to finance its planned purchase of HG Energy II Production Holdings through a senior notes offering, a deal-contingent move that reframes its capital structure while introducing near-term execution risks for investors to watch.

Jan 30, 2026

Business

Barclays Taps Astera Labs as Key AI Infrastructure Bet for 2026, Sees Quality Firms Leading the Pack

Barclays raises Astera Labs' price target to $165, naming it a top pick for AI integration plays in its 2026 semiconductor outlook, while contrasting analyst views highlight the evolving debate on AI's infrastructure demands.

Jan 30, 2026

Business

Whirlpool's Credit Downgrade Casts Shadow Over Ambitious Product Revamp

S&P strips Whirlpool of its investment-grade rating, citing financial pressures, as the appliance giant books significant impairments while gearing up for a major 2026 product showcase.

Jan 30, 2026

Business

Cameco's Uranium Ambitions: Can the Nuclear Giant Power a Portfolio to New Heights by 2030?

Amidst a global nuclear energy revival, uranium producer Cameco (CCJ) sees a bullish price target hike from Bernstein. While landmark deals signal long-term promise, operational delays and market hesitancy present near-term challenges for investors betting on a doubling stock.

Feb 5, 2026

Business

Behind Cannara Biotech's Strong Earnings: Share Dilution Raises Questions on Quality

While Cannara Biotech (CVE:LOVE) reported impressive profit growth, a closer look reveals shareholder dilution is tempering per-share gains and may be weighing on the stock's performance.

Feb 5, 2026

Business

Seeking Stability: Three Dividend Stocks to Anchor Your Portfolio in a Volatile Market

As major indices rally, income-focused investors are turning to dividend payers for potential stability. We analyze three stocks offering yields from 3.9% to 8.7%, weighing their reliability and risks in the current economic climate.

Feb 5, 2026

Business

Phillips 66 Posts Stellar $2.9 Billion Q4 Profit Amid Strategic Portfolio Shift

The Houston-based energy giant saw a dramatic turnaround in quarterly earnings, driven by refining strength and strategic acquisitions, while outlining plans to deepen its focus on core U.S. and UK assets.

Feb 5, 2026

Business

Oaktree Specialty Lending Navigates Software Sector Headwinds as Q4 Earnings Beat Estimates

Oaktree Specialty Lending (OCSL) surpassed profit expectations in Q4 2025 despite a double-digit revenue decline, as management emphasizes disciplined underwriting and portfolio repositioning amid AI-driven disruption in software investments.

Feb 5, 2026

Business

Santander Brasil Posts Steady Q4 Growth, Eyes Long-Term Profitability Target Amid Strategic Pivot

Banco Santander Brasil reported a net income of BRL 4.1 billion for Q4 2025, marking a near 6% annual increase. While progress continues on its multi-year plan to achieve a return on equity above 20%, management acknowledged current challenges in specific loan portfolios and emphasized a strategic shift towards higher-value clients and digital personalization.

Feb 5, 2026