Max Severijns

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.

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.

EEOC interim chair Andrea Lucas has urged white men who feel discriminated against at work to file a federal complaint. “Are you a white man who has been disadvantaged at work because of your race or gender? Then you may be able to get money back,” Lucas said in a video on X. Act quickly, is the message.

The US government is moving to scale back the influence of proxy advisers ISS and Glass Lewis, casting the firms as ‘foreign-owned political actors’.

The private markets model is edging into the US retail retirement system, where policymakers are moving to allow 401(k) investors to gain exposure to private assets, potentially opening up a trillion dollar market to alternative managers as early as February.

The Democrats are on track to win the U.S. House of Representatives in 2026. For investors, that is usually just noise. Now, however, even the most committed progressive has to admit the timing is terrible. Things were going so well.

In private credit, institutional investors face their biggest risk not in the asset class itself, but in selecting the general partner. Interviews with private market insiders suggest the real danger is a lack of scrutiny of managers.

While ESG may be politically sensitive, Invesco reports that inflows continue to build. Natixis IM’s US Media Summit in New York showed just how sharply opinions on the theme diverge across the Atlantic.

Dan Ariely has devoted his career to understanding irrational behavior. According to the Duke University professor of psychology and behavioral economics, ESG investors are the perfect test group. They focus, he says, on what is easy to measure rather than on what actually matters for returns.

At the Deloitte Private Art & Finance Conference in New York, art investors did something almost unheard of: they dismantled the investment case for their own asset class.