This is what’s in store for Jerome Powell
With the subpoena of Jerome Powell, political pressure on the Federal Reserve has taken on a legal dimension. The timing is striking: Powell’s term still has months to run, yet the White House is pressing ahead now. The stakes extend well beyond the fate of the Fed chair himself.
Capital Group | Stock market outlook: Three investment strategies for 2026
Has the AI boom reached bubble territory? Have markets overcome the risks of policy uncertainty? Can markets outside the US continue to show strength, or will the global rally fade as it has many times in the past?
Transfers: Côme Maison Financière, Alumia, Candriam
This week’s overview of appointments and transfers in Luxembourg and elsewhere in Europe.
Janus Henderson: European Securitised Credit: Broadening horizons in 2026
Portfolio Manager Ian Bettney highlights how regulatory alignment and global issuance trends are unlocking new opportunities for European securitised investors.
SFDR 2.0 lacks ‘shades of green’
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.
Trump’s credit card rate cap would hurt consumers and banks alike
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.
Schroders : AI economic scenarios: revolutionary growth, or recessionary bubble?
AI economic scenarios: revolutionary growth, or recessionary bubble?
Brazil’s equity market still priced for skepticism
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.
Attack on the Fed: why investors should fear Trump’s ‘seesaw effect’
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 explanation at face value.
Pan-European ELTIF distribution gains regulatory clarity
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.