Credit Portfolio Quality

Business

Sony Shares Dip on One-Time Charge, But Analysts See Long-Term Value in Entertainment and Tech Portfolio

Sony Group Corp. (SONY) was a notable underperformer in Aristotle Capital's Q4 2025 portfolio, dragged down by a significant non-cash impairment charge. While the charge spooked short-term investors, the fund's letter and industry watchers point to the resilience of Sony's core gaming, music, and imaging businesses amidst a booming AI-driven market.

Feb 4, 2026

Business

Forvis Mazars Bolsters Leadership with New Audit Quality Partner Appointment

Shivani Bhattessa, a veteran with over two decades in audit leadership, steps into a key partner role to drive operational excellence and quality transformation at Forvis Mazars UK.

Feb 4, 2026

New York's Historic Child Tax Credit Expansion: More Families Eligible for Up to $1,000 Refunds

New York State has enacted its largest-ever expansion of the Empire State Child Credit, removing income barriers and extending significant cash refunds to low and no-income families this tax season.

Feb 4, 2026

US

Dershowitz Claims Computer Illiteracy in Epstein Files, Raising Eyebrows Over Victim Discrediting Tactics

Newly released documents from the Jeffrey Epstein investigation reveal attorney Alan Dershowitz's unusual defense against allegations he used social media to discredit accusers: claiming he did not own a computer. The Harvard professor, known for representing high-profile clients, faces renewed scrutiny over his role in the Epstein case.

Feb 4, 2026

Business

FICO Strengthens Credit Infrastructure Grip Through Scoring Model Adoption and Tech Mahindra Alliance

FICO expands the reach of its latest credit scoring model among community lenders and forms a strategic global partnership with Tech Mahindra to accelerate AI-driven digital transformation in financial services.

Feb 4, 2026

Business

Capital Southwest Forges Joint Venture to Amplify Private Credit Clout in Lower Middle Market

The Dallas-based BDC partners with an unnamed asset manager to launch an off-balance-sheet fund targeting senior secured debt, aiming to enhance flexibility and competitive reach.

Feb 3, 2026

Business

Capital Southwest Beats Q4 Estimates on Strong Deal Flow, Unveils New Credit Venture

Business development company Capital Southwest (CSWC) reported quarterly revenue and profit that topped Wall Street forecasts, fueled by robust investment activity and equity gains. The firm also announced a strategic joint venture aimed at capturing larger deals in the competitive lower middle market.

Feb 3, 2026

US

UBS Probe Uncovers Nearly 900 Nazi-Linked Accounts at Credit Suisse, Senate Hearing Reveals

A Senate investigation has revealed that Credit Suisse held hundreds of accounts linked to the Nazi regime, a finding brought to light following its acquisition by UBS. The discovery prompts a deeper congressional examination of Swiss banks' historical ties.

Feb 3, 2026

Colorado Tax Season Opens Early: Modest TABOR Refunds and Family Credits to Provide Relief

Colorado's tax filing season has commenced ahead of schedule, bringing modest TABOR refunds and the Family Affordability Tax Credit to eligible residents, offering some financial relief amid ongoing economic pressures.

Feb 3, 2026

Business

Analysis: Trump's Proposed 10% Credit Card Rate Cap Sparks Debate, Raises Concerns Over Consumer Access

A push for a federal cap on credit card interest rates, championed by former President Trump and aligned with a Sanders bill, faces scrutiny from economists who warn it could backfire, restricting credit for the very borrowers it aims to protect.

Feb 3, 2026

Business

Buffett's Blueprint: Two Financial Picks From the Berkshire Portfolio Poised for Gains

Even as Berkshire Hathaway enters a new chapter, the enduring value of Warren Buffett's investment philosophy shines through in two financial sector holdings—Ally Financial and Jefferies Financial—that analysts see as compelling opportunities this February.

Feb 3, 2026

Business

Maryland Customers to Receive Automatic Bill Credits as FirstEnergy Navigates Regulatory Landscape

Over 247,000 residential customers of Potomac Edison, a FirstEnergy subsidiary in Maryland, will see automatic credits on their utility bills this month. The move, part of a state-mandated relief program, underscores the delicate balance utilities must strike between regulatory compliance, infrastructure investment, and consumer affordability pressures.

Feb 3, 2026

Business

Beyond Bargain Prices: How Chinese EV Quality is Redefining Global Competition

The narrative around Chinese electric vehicles is undergoing a fundamental shift. Once known primarily for affordability, leading Chinese automakers are now challenging incumbents with rapidly improving quality, technology, and reliability, forcing a global industry recalibration.

Feb 2, 2026

Business

Bank of America Shares Dip: A Buying Opportunity or a Sign of Deeper Concerns?

Bank of America's stock has retreated roughly 5% over the past month, trading below key fair value estimates. Analysts are divided on whether this presents a value entry point or reflects growing market apprehension about interest margins and credit quality.

Feb 2, 2026

Business

Fund Trims Stake in High-Flying InterDigital After 80% Surge, Citing Portfolio Management

Capital Management Corp has partially cashed in on InterDigital's stellar year, selling a portion of its holdings in the wireless tech licensor. The move is seen as prudent portfolio rebalancing rather than a loss of faith in the company's 5G and AI-driven growth story.

Feb 2, 2026

Business

Grant Cardone Dismisses Credit Scores as a 'Debt Trap,' Advocates for Asset-Based Wealth Building

Real estate mogul Grant Cardone has ignited a fierce debate by labeling credit scores a system designed to perpetuate debt, arguing true wealth is built on assets that bypass traditional credit checks. The controversial claim has drawn both support from anti-debt figures and sharp criticism from those who see it as out-of-touch advice for the average earner.

Feb 2, 2026

Business

Navigating the 2026 Tax Season: Key Credits and Deductions That Could Boost Your Refund

As the 2026 tax filing deadline approaches, new and expanded federal tax credits and deductions offer significant opportunities for filers to reduce their liability or increase their refund. Experts warn that millions overlook these benefits annually.

Feb 2, 2026

Business

Realty Income's 2026 Outlook: International Expansion and Portfolio Diversification Fuel Optimism

Following a strategic partnership with Singapore's GIC, Realty Income (NYSE: O) is poised for a transformative year. Analysts forecast further international growth, portfolio diversification into new property verticals, and a potential rebound in share performance as catalysts align.

Feb 2, 2026

Business

Enterprise Financial Beats Q4 Estimates on Margin Strength, Deposit Growth

Enterprise Financial Services Corp. (EFSC) reported fourth-quarter revenue that surpassed analyst forecasts, driven by net interest income expansion and robust deposit growth. The regional bank's results were bolstered by recent branch acquisitions and disciplined pricing, though investors are now watching how it navigates potential rate cuts and credit quality.

Feb 2, 2026

Business

Trump's Crypto Empire: A Billion-Dollar Portfolio and Regulatory Shifts Under Scrutiny

A new report details how Donald Trump's family has amassed a vast cryptocurrency portfolio, coinciding with a regulatory pullback by the SEC and DOJ. The moves raise questions about conflicts of interest as a Trump-backed venture seeks federal banking approval.

Jan 31, 2026