Max Severijns

Max Severijns

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…
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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…
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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…
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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…
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Claude - Anthropic
Investing
June 9, 2026

Autonomous Claude portfolio fires warning shot at active managers

An artificial intelligence portfolio powered by Anthropic’s Claude model has been attracting…
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SpaceX Falcon Heavy demo mission in 2018 | Credit: SpaceX via Unsplash
Investing
June 3, 2026

Are ETFs ready for three gigantic IPOs this year?

The anticipated mega-cap listings of SpaceX, Anthropic and OpenAI are fueling debate over the risks…
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Silicon Valley - Zetong Li - Pexels
Investing
May 27, 2026

Greed, not fraud, is driving the chaos in private AI shares

Demand for Anthropic, OpenAI and SpaceX shares has overwhelmed a secondary market designed for…
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Japan - Hans-Zhong - Pexels
Investing
May 20, 2026

Japan again a hunting ground for Europeans as yields surge

After decades of near-zero rates, the Bank of Japan’s move toward tighter policy has pushed…
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R.K., Unsplash
May 11, 2026

Can the new Texas stock exchange break the East Coast’s hegemony?

Texas aims to challenge the dominant position of New York and Delaware in the U.S. capital markets…
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Max Severijns
Opinion
May 4, 2026

With Buffett gone, Berkshire is becoming truly Buffettian

Every May, a ritual unfolds in Omaha, Nebraska that I have never quite understood. Thousands of…
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A tanker anchored in Malaysia awaiting a new assignment. Photo: Unsplash.
Asset Allocation
April 29, 2026

Each week Hormuz stays shut costs Europe 0.1% of GDP

Oil prices will have to climb much higher to stabilise global markets as disruptions in the Strait…
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Diederik Timmer, president Europe for Glass Lewis.
Laws and Regulations
April 22, 2026

Glass Lewis navigates US backlash with global push

Proxy advisers are facing mounting political pressure in the US, even as demand for their services…
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Kevin Khang, senior global economist at Vanguard
April 20, 2026

AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research

If history is any guide, the artificial intelligence boom will not be those who build the technology…
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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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