Category: Uncategorized

Roundup by Asset Allocator Journal Staff Universal Music Group (UMG), the world’s largest music company and home to artists like Taylor Swift, Lady Gaga, and Billie Eilish, has filed for a secondary listing on a U.S. stock exchange, according to Barron’s (July 25, 2025). The Dutch-based conglomerate, already listed on Euronext Amsterdam since 2021, aims […]

By Asset Allocator Journal Staff As reported by EP Wealth, rising healthcare costs in retirement require careful planning, including understanding Medicare coverage, anticipating out-of-pocket expenses, and considering long-term care needs. Health Savings Accounts (HSAs) and consulting financial advisors will allow clients to prepare for these expenses. Proactive planning can help retirees avoid financial surprises and […]

By Asset Allocator Journal Staff As noted in Advisor Perspectives, the European Union has agreed in principle to adopt a U.S.-style universal tariff proposal, but is actively negotiating to secure carve-outs for sensitive sectors such as semiconductors and clean energy. Uncertainty lingers as negotiations continue, and the potential impact on supply chains remains unclear. According […]

By Asset Allocator Journal Staff A commentary in Advisor Perspectives reports that personal income rose in May, though not strongly enough to support a robust increase in consumer spending. The author highlights that services spending carried the increase while goods purchases fell, noting that such a trend raises concerns about the sustainability of consumption. The […]

Advisor Perspectives reports that Dallas-area manufacturing activity continued its downtrend in June, with the Dallas Fed noting a further dip in factory conditions compared to the previous month, signaling ongoing economic headwinds for industrial sectors. The central bank highlighted reductions in production, new orders, and hours worked. According to the Financial Times, Alphabet has struck […]

By Asset Allocator Journal Staff The Financial Times reports that JPMorgan Asset Management has warned of a potential mispricing in global stock markets due to investors underestimating inflation persistence and overconfidence in central bank rate cuts. Investment chief John Bilton emphasized that inflation risks remain embedded, and markets are pricing in a “perfect outcome.” According […]

By Asset Allocator Journal Staff The Financial Times reports that France’s AXA is preparing a potential €2 billion sale of its reinsurance unit, AXA XL Reinsurance, as part of a broader strategy to streamline operations and focus on more profitable segments. According to insiders, the insurer is working with advisers to gauge interest in the […]

By Asset Allocator Journal Staff According to Advisor Perspectives, Raymond James is making a strategic investment in a new wealth management platform. The initiative aims to modernize advisor and client experiences by emphasizing personalization, scalability, and cloud-native infrastructure. The firm plans to collaborate with several technology partners and expects broader rollout by 2026. The Financial […]

According to Visual Capitalist, the leading private equity firms raised an impressive $2.58 trillion in capital between 2020 and 2024, as detailed in their “Top 50 Private Equity Firms by Capital Raised 2020-2024” graphic. This comprehensive visualization, sourced from Private Equity International, highlights the dominance of U.S.-based firms, which account for the majority of the […]

By Asset Allocator Journal Staff MedTech Dive reports that medtech venture funding grew in Q1 despite a drop in deal volume, as larger investments flowed into diagnostics and AI-driven devices. Most capital went to later-stage companies, with early-stage deals declining. The data, drawn from PitchBook, shows a trend toward concentrated, high-value funding. According to Advisor […]