Max Severijns

Max Severijns

A Project Rainier data center in Indiana. Amazon is investing 11 billion dollars in this AI project with Anthropic and has raised 72 billion dollars from bond investors. Photo: Amazon.
Investing
September 3, 2026

AI debt boom erodes bonds’ role as a diversifier

By financing the hyperscalers’ artificial-intelligence buildout, bond investors are taking on more…
Read more
Fed-chair Kevin Warsh in Jackson Hole on Friday. Photo: Kansas City Fed.
Investing
August 31, 2026

Warsh speech splits Fed watchers

Kevin Warsh sounded hawkish at Jackson Hole on Friday and markets raised the odds of a September…
Read more
US Treasury Secretary Scott Bessent testifying at the US Congress. Photo via C-Span.
Investing
August 24, 2026

US bond intervention is ‘risky maneuver,’ says Harvard economist

The US Treasury’s attempt to bring down long-term borrowing costs could leave the government more…
Read more
Een robothand en een menselijke hand
Investing
August 20, 2026

Markets shrug at warnings of ‘painful’ correction in US AI-stocks

AI developers are attracting users and generating revenue, but it remains unclear whether they can…
Read more
Apple Watch. Credit: Getty Images / Unsplash
Sector
August 17, 2026

AI notetakers put investment firms on permanent record

Wall Street guru Ray Dalio made “radical transparency” famous at Bridgewater Associates, where…
Read more
Chair of the Federal Reserve Kevin Warsh speaks during a news conference in Washington on July 29, 2026. Brendan SMIALOWSKI / AFP
Investing
August 12, 2026

Who are Fed-watchers actually watching now?

Federal Reserve chairman Kevin Warsh’s retreat from forward guidance is pushing forecasters to other…
Read more
Tech - Pexels - Ron-Lach
Investing
July 30, 2026

Investors keep faith in tech rally despite Kimi K3 launch shock

The launch of the low-cost Chinese AI model Kimi K3 sent US technology stocks sharply lower in July…
Read more
SpaceX - Illustration: NASA/SpaceX.
Investing
July 20, 2026

Space X slides below IPO price as short sellers pile in

One month ago, investors and journalists alike could not get enough of Space X. Today it’s one of…
Read more
Arun Sai, senior multi-asset strategist, Pictet Asset Management
Asset Allocation
July 14, 2026

Pictet AM: ‘Future rate hikes won’t hurt equity portfolios like they used to’

Investors should no longer assume a Federal Reserve rate hike is automatically bad for equities…
Read more
NYSE
Investing
July 13, 2026

Equal-Weight S&P500 swings reveal Wall Street’s breadth battle

The outperformance of the equal-weight S&P500 relative to the traditional market-cap-weighted index…
Read more
Percentages
News
June 30, 2026

Private market fees drop as investors gain bargaining power

Investment managers are cutting fees across private markets after years of relative stability, with…
Read more
Japan. Photo via Unsplash.
Investing
June 29, 2026

Why AI investors are increasingly turning to Japan

Investors who want artificial intelligence in their portfolios are increasingly turning to Japan…
Read more
Cooling pipes at Google's data centre in Oregon. Photo: Google.
Asset Allocation
June 24, 2026

AI bonds risk amplifying equity exposure, Doubleline warns

Institutional investors risk concentrating rather than diversifying their portfolios by adding…
Read more
Fabriek SpaceX
Investing
June 11, 2026

The great SpaceX valuation divide probably won’t be settled soon

How much should one pay for revenue that may not materialize for years? That’s the dilemma for…
Read more