Max Severijns

Max Severijns

Jamie Dimon's ‘cockroach’ comment still resonates in private credit markets. Photo: Erik Karits via Pexels.
Asset Allocation
October 28, 2025

Private-credit LPs told to worry about returns, not cockroaches

The problem with private credit is not that it might blow up the financial system. It’s that it…
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Jeff Wrona
Investing
October 16, 2025

World’s top US growth manager puts faith in God, not tech-bubble prophets

The world’s number one US growth manager, according to Citywire’s manager rankings, says…
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Emmanuel Roman, Pimco
Investing
October 13, 2025

Pimco’s ceo Roman warns fund industry against AUM-obsession

Pimco chief executive Emmanuel Roman warned that the asset-management industry’s obsession with…
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Photo Credit: Department of Labor
Investing
October 10, 2025

The US is entering an era of ‘post-truth statistics’

In October, the US failed to deliver one of its most closely watched economic reports: the monthly…
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The Federal Reserve Bank of Chicago. Photo: Ajay Suresh, CC BY 2.0 via Wikimedia.
Asset Managers
October 7, 2025

Split on rate path, US firms agree on how to position in Treasuries

US asset managers are finding common ground on one point: the short end of the U.S. Treasury curve…
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Fed governor Stephen Miran. Foto: Linkedin.
Asset Allocation
September 30, 2025

Trump’s new Fed governor openly defies Fed consensus

Open defiance from Stephen Miran underscores political tensions at the Fed, though markets still…
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Keyrock CEO Kevin de Patoul (left) speaking at the Real World Asset Summit in Brooklyn last week.
Asset Managers
September 23, 2025

Tokenized funds set to eclipse traditional structures

Tokenized funds will overtake traditional structures within five years, says Keyrock CEO Kevin de…
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As Americans struggle with rising living costs, German supermarket chain Aldi is trying to gain a foothold in the US with its low-priced private labels.
Investing
September 17, 2025

Fed poised to cut rates as investors warn of stagflation-lite scenario

With inflation still running close to 3 percent, investors warn the Federal Reserve may be cutting…
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Nils Rode - Schroders
Investing
September 8, 2025

Schroders Capital defends continuation funds against mounting criticism

Against a wave of skepticism, Schroders is one of the few large firms openly championing…
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Arrival USA at G7. Photo Credit: Government of Canada
Asset Allocation
August 27, 2025

Markets ignore Trump’s Fed shenanigans as bond strains grow

Markets are shrugging off Donald Trump’s attempt to fire Federal Reserve governor Lisa Cook…
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Bitcoin in Amsterdam
Investing
August 25, 2025

Bitcoin Treasury Companies cross over to Europe

Bitcoin Treasury Companies, firms that hold billions of dollars in bitcoin on their balance sheets…
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Pensioen
Investing
August 21, 2025

Critics fear ‘disruption’ from private equity in 401(k)s

The US wants to open retirement savings plans to private equity, unlocking a new multi-trillion…
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Wall Street, photo by Daniel Lloyd Blunk-Fernández, via Unsplash
Investing
August 15, 2025

US banks split on Fed’s next move as market grows certain of cut next month

A September rate cut now carries a 93 percent probability, according to CME’s FedWatch. The country…
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Het bankendistrict van Frankfurt. Foto: IO.
Asset Allocation
August 14, 2025

Analysts see even more upside in European banks

Europe’s most boring sector is piping hot. Bank stocks are outpacing the S&P500 for the fifth…
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