Max Severijns

Max Severijns

War in Ukraine
Investing
March 18, 2022

Recession looms in Europe

Economic growth in the EU will be “severely affected” by the disruption triggered by Russia’s…
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Ukraine
Investing
February 28, 2022

Stagflation scenario, so far, looks premature

Russia’s invasion makes it more difficult for central banks to keep inflationary pressures at bay…
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Federal Reserve
Asset Allocation
February 15, 2022

Bond investors on the edge of their seat

Investors awaiting higher yields on government bonds have systematically been missing out for four…
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Copper
Investing
January 21, 2022

Experts predict super cycle for raw materials

Investors are watching the recovering raw materials market with suspicion. There is even a…
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Russian Gazprom facility
Investing
January 20, 2022

Ukraine: elephant in the commodities market room

In periods of low interest rates, high stock market prices and persistent inflation, the usually…
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Maarten Boudry, University of Ghent
Asset Managers
January 19, 2022

Contrarian prefers growth over green concerns

The idea that economic growth is a problem is seriously outdated, according to University of Ghent…
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Charles-Henri Kerkhove, Fidelity
Asset Allocation
January 14, 2022

2022 to be capital markets tipping point year

2022 will be another exciting year for financial markets. Investors operate in an environment of…
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Bill Ackman, Pershing Square Capital Management
Investing
December 27, 2021

Inflation exceeding 10%

“Inflation is currently above 10 per cent,” said Bill Ackman, founder and CEO of Pershing Square…
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Trading floor, Wall Street
Asset Managers
December 20, 2021

Is a recession on the way?

The yield curves on the global bond markets flattened dramatically during the second half of October…
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John Bailer, Newton Investment Management
Asset Managers
December 14, 2021

Value renaissance finally on way

I t takes a lot of guts to come up with the proposition that this is the moment to shift the…
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Sylvester Eijffinger, Tilburg University
Asset Managers
December 13, 2021

Cryptos, highly undesirable alternative liquidity

Cryptocurrencies are causing the European Central Bank increasing concern. This exotic market…
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Ivo Arnold, Erasmus University
Investing
December 1, 2021

Impending US default puts markets on edge

US politicians will have to raise the debt ceiling again on 15 December to avert the first ever…
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Edin Mujagic, OHV Asset Management 
Investing
November 26, 2021

Investment Outlook: bickering over corrections

“The equity market is moving towards a bubble”, said Jeroen Blokland said during the annual…
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Wouter van Overfelt, Vontobel
Asset Managers
November 18, 2021

EM debt a paradise for active investors

“The world needs to be prepared for a debt crisis in emerging markets. Rising interest rates will…
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