Max Severijns

Max Severijns

Wall Street’s iconic Charging Bull, temporarily wrapped, much like confidence in the dollar. Foto: Yucal Moran, Unsplash.
Investing
June 25, 2025

The dollar no longer rules: US fund houses warn of structural shift

With traditional market dynamics breaking down and foreign holdings of U.S. assets at record highs…
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Yale - Pixabay via Pexels
Investing
June 19, 2025

Yale’s private equity retreat signals broader stress in endowments

University endowment funds in the U.S. are offloading private equity stakes as tax hikes loom. They…
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US Treasury Secretary Scott Bessent testifying at the US Congress. Photo via C-Span.
Supervision
June 13, 2025

Fed independence questioned as Bessent is floated as Powell successor

Scott Bessent, the U.S. Treasury Secretary and key architect of President Trump’s economic agenda…
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Trump has asked the U.S. Congress to approve his 1,116 page tax bill by July 4th. Photo: Wikimedia.
Investing
June 11, 2025

Trump puts Luxembourg funds on edge with ‘Section 899’ tax threat

Dividend investors are bracing for potential fallout from Section 899, a provision in Donald Trump’s…
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Vanguard's Joe Davis
Investing
June 11, 2025

Vanguard’s Joe Davis: Treasury will top 7 percent this decade

There’s an 82 percent chance the 10-year Treasury yield will exceed 7 percent before the end of the…
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Pexels-Pixabay-Loop
Investing
June 10, 2025

Private equity advisors reject ‘Ponzi’ label on continuation funds

Continuation funds face mounting criticism over self-dealing and inflated valuations. Private equity…
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Milan. Photo: Alexandr Hovhannisyan/Unsplash
Asset Managers
May 26, 2025

Wealth migration fuels Milan’s rise as investment launchpad

Southern Europe is rapidly emerging as a serious contender for global wealth, as high-net-worth…
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Sofia Guzeva - Pexels
Investing
May 20, 2025

Critics say continuation funds risk Ponzi dynamics

Continuation funds, once a post-crisis workaround for expiring vehicles in weak exit markets, are…
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Geest uit de fles, afbeelding gemaakt met ChatGPT
Investing
May 13, 2025

Geneva Truce might not be enough to undo economic damage, investors say

Markets are celebrating the news that the United States and China have agreed on Monday to sharply…
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Warren Buffett
Investing
May 8, 2025

Tears in Omaha

Buffettologists Pieter Slegers and Ansgar John Brenninkmeijer traveled to what may have been their…
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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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