Max Severijns

Max Severijns

Software PC - Lukas Blazek - Pexels
Asset Allocation
April 17, 2026

Investors return to beaten-down software stocks

Software stocks are being repriced as investors reassess how artificial intelligence will reshape…
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Credit: William Hadley / Unsplash
Asset Managers
April 16, 2026

Selling America is misreading of bigger picture, US managers say

A mix of erratic political choices has chipped away at confidence in Washington. Yet, as the…
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SpaceX CEO Elon Musk views the wreckage of his Starship SN8 in 2020. Photo: Steve Jurvetson via Wikimedia.
April 15, 2026

Galactic American IPOs set to test passive investors as index rules shift

A wave of massive initial public offerings, including SpaceX, Anthropic and OpenAI, is set to hit US…
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Stephen Miran (left) was sworn in as Fed governor in September last year. Photo: Federal Reserve.
Investing
April 1, 2026

Iran conflict hits Miran’s housing assumption

The conflict between the US and Iran is hitting the core of the Federal Reserve’s rate strategy. The…
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Digital Asset Summit in New York
News
March 30, 2026

SEC chair calls earlier crypto approach ‘a brake on innovation’

Now that the US SEC has placed most digital assets, including cryptocurrencies, outside its…
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Photo: Vera Kratochvil.
Asset Allocation
March 26, 2026

Investors underestimate risk capacity Yale finds

For decades, investors have been told to balance risk with a simple formula: the 60/40 split between…
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Scope Research
Asset Allocation
March 19, 2026

Middle East: Banks not overexposed, but their borrowers might be

European banks have little direct exposure to the Middle East, says European credit rating agency…
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Credit: Shaah Shahidh / Unsplash
Asset Allocation
March 15, 2026

Oil shock puts central banks ahead of difficult rate decisions

The war between the United States, Israel and Iran is casting a shadow over a crucial week for…
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Max Severijns
Opinion
March 13, 2026

The new equity analyst is called Claude. But he can’t do everything

Write a prompt asking Claude to act like an investor who wants to know everything about a company…
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Partners Group new North American headquarters, after the office opened in 2019
Asset Allocation
March 12, 2026

CEO evergreen giant Partners Group ‘flabbergasted’ by share price drop

Listed private markets managers are under pressure in recent weeks as investors question the…
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The demolition of the East Wing in progress last October. Photo: Wikimedia.
Supervision
February 27, 2026

Washington is rewinding the clock on investor protection

Washington is rewinding the clock on investor protection. Under chair Paul Atkins, the U.S…
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Pascal Dufour. Photo: Carne.
Asset Servicing
February 24, 2026

Private markets boom faces hardening investor scrutiny

Private market fund managers are entering 2026 with record fundraising confidence, and much of that…
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United States of America Banknote
Investing
February 23, 2026

Fed is not keen on cutting rates, feeding speculation of a rate hike

The Federal Reserve has little appetite to cut interest rates in the near term. Minutes of the…
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New York. Photo by Mark Boss on Unsplash
Investing
February 17, 2026

The growing gap between earnings calls and stock prices in private credit

The already downward-trending stock prices of major US private credit firms took another hit this…
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