President Donald Trump’s call to cap U.S. credit card interest rates at 10 percent is weighing on bank stocks and raising broader concerns about consumer credit and confidence. The proposal, announced Friday evening on Truth Social and intended to run for …

The product classification in the revised SFDR does not allow for any ‘shades of green’. That is regrettable, because precisely such labels would make investment choices clearer for investors. On 20 November, the European Commission published its …

The US Department of Justice has opened a criminal investigation into Federal Reserve chair Jerome Powell. Officially, the case concerns the renovation of government office buildings in Washington. No one should pretend to be naive enough to take that …

Sebastiaan Hooghiemstra and Marco Loria analyse fresh EU guidance on ELTIF passporting, arguing it dismantles national barriers and could unlock pan-European distribution through insurance, pension and savings wrappers. On 5 December 2025, the European …

Despite a strong rally over the past year, the Brazilian equity market remains undervalued. Experts say that discount could evaporate quickly if interest rates fall. With a gain of more than 33 percent, the Bovespa Index ranked among the best-performing …

French banking group Crédit Agricole has announced the launch of a new corporate finance boutique in its home market. Crédit Agricole Midcap Advisors and Degroof Petercam Finance France are being merged into Indosuez Corporate Advisory, a team of around …

Where China and India set the pace in emerging markets for many years, investors are increasingly broadening their focus towards emerging Europe and Latin America. At the same time, a hard pivot to ex-China funds has proved risky, particularly because of …

A new year, a new round. Every year at the beginning of January, I once again look with amazement and confusion at the equity market outlooks from the major financial institutions. And especially at the projected returns, which are invariably clustered …

Passive investing does not exist. It is a comforting fairy tale we tell ourselves, while we all press the same buttons en masse. Exchange traded funds, smart beta, factor strategies: they sell simplicity, calm, and scientific rigor. “You simply follow the …

U.S. large-cap stocks are extending their rally into the new year, but a growing number of asset managers are entering 2026 with a more cautious view on expensive artificial intelligence bets. Many start to see better opportunities in value stocks. Over …

Trump’s credit card rate cap would hurt consumers and banks alike

SFDR 2.0 lacks ‘shades of green’

Attack on the Fed: why investors should fear Trump’s ‘seesaw effect’

Pan-European ELTIF distribution gains regulatory clarity

Brazil’s equity market still priced for skepticism

CA phases out Degroof Petercam brand in France

EM investors broaden their focus after years focusing on Asia

Chart of the week: better a raging optimist or a permabear than an index hugger

The illusion of passive investing

Value benefits from AI fatigue and rising Taiwan tensions