Max Severijns

Max Severijns

Foto: ECB.
Asset Allocation
May 5, 2025

Euro rally exposes compounding risks in unhedged portfolios

European investors face steep losses as a falling dollar and surging euro squeeze returns on…
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Blackrock-CEO Larry Fink wordt klaargemaakt voor een interview op de New York Stock Exchange. Bron: AP Photo/Richard Drew
Investing
April 28, 2025

Doubt grows among fund giants, yet US stocks remain core portfolio holding

Billions are evaporating from the US markets. The world’s largest asset managers are divided in…
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De Amerikaanse president Donald Trump groet opperrechter John Roberts van het Hooggerechtshof. Foto: Saul Loeb / AFP
News
April 18, 2025

Trump wants Powell out. The supreme court might offer a way

President Donald Trump believes Jerome Powell is standing in his way. He has repeatedly threatened…
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Afbeelding van WorldSpectrum via Pixabay
Asset Allocation
April 9, 2025

Wealth managers revisit small crypto allocations in portfolios

Bitcoin’s persistent popularity is reigniting portfolio debates among European wealth managers.
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Photo by Nuno Luciano via Flickr.
Asset Allocation
April 7, 2025

Trade war triggers rift among Trump loyalists

Even those expected to back Trump’s tariff move are responding with unease. Over the weekend, that…
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American economist Paul Samuelson (1915-2009) won the Nobel Memorial Prize for Economic Sciences in 1970. Photo: Wikimedia.
Asset Allocation
April 2, 2025

‘Liberation Day’ reignites a classic trade debate

Trump’s tariff push revives an old trade theory — and investors should pay attention to what…
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pexels-brett-sayles-1046398
Investing
March 28, 2025

Investors await ‘Liberation Day’: Selling US stocks now is ‘unwise’

US equities have calmed after a turbulent start to the year, but the mood is far from euphoric. With…
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Mohamed El-Erian aan het woord tijdens de conferentie. Foto: Digital Asset Summit 2025
Investing
March 25, 2025

El-Erian: ‘Yields won’t drop further without a recession’

The probability of a U.S. recession is rising, but it is not yet the base case for markets, former…
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Foto by srini pexels.com nl foto29107599
Asset Allocation
March 20, 2025

Benelux investors keep their cool as Wall Street wobbles

Wall Street wobbles, nerves fray—European investors stay cool, filter the noise, and focus on long…
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Checkpoint Charlie in Berlin. Photo via Unsplash.
Asset Allocation
March 17, 2025

Bund yield rises further as Berlin struggles with budget deal

The German Bund yield continues to rise as Berlin struggles with Friedrich Merz’s planned budget…
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Frankfurt Stock Exchange, trading floor
Investing
March 5, 2025

A trade tariff is no picnic in the park, ‘but won’t derail European outperformance’

The import tariff proposed by Donald Trump on goods from the EU may inject some volatility into…
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Temple Bar in Dublin. Photo by Leonhard Niederwimmer on Unsplash.
Asset Managers
March 4, 2025

“Highly unlikely that Luxembourg will catch Ireland in the ETF space”

Luxembourg faces strong headwinds in ETFs as Ireland dominates. Cost, scale, and first-mover…
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Shopping carts. Photo via Unsplash.
Investing
February 27, 2025

Treasuries ignored politics, but consumer data shifts sentiment

Investor sentiment has shifted as Trump’s policies fuel inflation fears, but plunging consumer…
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Photo by IO.
Investing
February 24, 2025

Trump-Trades fade, leaving investors searching for the next big theme

Investors, once emboldened by the so-called ‘Trump trades’ - long U.S. dollar, short U.S. government…
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