Max Severijns

Max Severijns

Asset Allocation
November 15, 2023

US inflation data challenges ‘higher for longer’ narrative

The suggestion that the Federal Reserve will maintain elevated interest rates is wavering after…
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Dimensional Fund Advisors is based in Austin, Texas. Photo: Roy Niswanger via Flickr CC-BY-2.0.
Asset Managers
November 15, 2023

Forward rates: the unchallenged prophet

Predicting future interest rates is a favorite activity among economists and strategists, but…
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Photo by Mathew Schwarts via Unsplash CC-BY-2.0.
Asset Allocation
November 14, 2023

Foreign investors defy junk threat in Italy

Italian government bonds face a downgrade to “junk status”. Nevertheless, after years, the interest…
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November 7, 2023

Small caps endure rare drop but could be promising

Prices of small-cap stocks remain significantly adrift from their historical performance at the…
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Federal Reserve, Washington DC
Asset Allocation
October 31, 2023

Not everyone shares fresh enthusiasm for bonds

Despite the resilience of the American economy, investors in Treasuries and bonds harbor stiff hopes…
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Investing
October 19, 2023

Geopolitical tensions reshape investors’ trust in Treasuries

The escalating conflict between Israel and Hamas challenges the appeal of US government bonds as a…
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Pieter Laan
Asset Allocation
October 18, 2023

High-yield senior loans gain traction despite niche status

Senior loans, currently the highest-yielding bonds, witness substantial inflows in tracker funds. In…
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October 17, 2023

Japanese stocks outshine, yet global investors hesitate

Despite posting impressive gains in 2023, Japanese equities seem under-appreciated among global…
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Windmolens
Sector
October 4, 2023

ESG on shaky ground: Higher fees no longer justify the risk

European ESG funds face a record number of closures as greenwashing scrutiny intensifies and the…
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Investing
September 15, 2023

Changing tides in Japan: markets brace for policy shift

Market participants are bracing for an unexpected — and for a long time, unthinkable — interest rate…
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Street in Shanghai. Photo: Lee Aik Soon
Asset Managers
September 1, 2023

Problems in China upset even enthusiasts

Chinese growth is disappointing. Global asset managers are liquidating large parts of their equity…
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Image via Unsplash CC-BY-2.0
July 25, 2023

Falling dollar puts spotlight on ‘underinvested’ currencies

Declining inflation in the United States is pushing down the dollar. Analysts expect a more…
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Allianz Global Investors global CIO Franck Dixmier.
Asset Allocation
June 20, 2023

Allianz CIO: ‘Monetary policy is really starting to bite’

The Federal Reserve’s predicted interest rate peak between 5.5% and 5.75% has left many asset…
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Asset Managers
June 15, 2023

Debunking the myth of active management

“Active management is a sham — no wonder my returns are suspect,” writes Stuart Kirk, FT columnist…
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