Max Severijns

Max Severijns

Max Severijns
Opinion
March 13, 2026

The new equity analyst is called Claude. But he can’t do everything

Write a prompt asking Claude to act like an investor who wants to know everything about a company…
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Partners Group new North American headquarters, after the office opened in 2019
Asset Allocation
March 12, 2026

CEO evergreen giant Partners Group ‘flabbergasted’ by share price drop

Listed private markets managers are under pressure in recent weeks as investors question the…
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The demolition of the East Wing in progress last October. Photo: Wikimedia.
Supervision
February 27, 2026

Washington is rewinding the clock on investor protection

Washington is rewinding the clock on investor protection. Under chair Paul Atkins, the U.S…
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New York. Photo by Mark Boss on Unsplash
Investing
February 17, 2026

The growing gap between earnings calls and stock prices in private credit

The already downward-trending stock prices of major US private credit firms took another hit this…
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PolyMarket CEO Shayne Coplan - New York Stock Exchange in New York. Credit: AP Photo/Seth Wenig)
Investing
January 29, 2026

Prediction markets prove accurate enough to help investors, German study finds

Academic researchers in Europe and the United States are finding that prices on Polymarket, a fast…
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Aerial Photo of Davos
Asset Allocation
January 22, 2026

To European investors ‘sell America’ is noise

Talk of the need to lower exposure to U.S. assets grew louder this week, but asset managers in…
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Fed Chairman Jerome Powell during a press conference following the presidential victory of Trump. Photo by Aaron Schwartz via Sipa USA
Investing
January 15, 2026

This is what’s in store for Jerome Powell

With the subpoena of Jerome Powell, political pressure on the Federal Reserve has taken on a legal…
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Credit cards. Image by Nick Youngson/Pix4free.
Asset Allocation
January 14, 2026

Trump’s credit card rate cap would hurt consumers and banks alike

President Donald Trump’s call to cap U.S. credit card interest rates at 10 percent is weighing on…
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A silicon wafer with microchips including microscopic transistors and circuits. Photo: by Laura Ockel on Unsplash.
Market Reports
January 9, 2026

Value benefits from AI fatigue and rising Taiwan tensions

U.S. large-cap stocks are extending their rally into the new year, but a growing number of asset…
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Max Severijns
Opinion
January 7, 2026

On Wall Street, one type of colleague remains ‘problematic’: the woman

EEOC interim chair Andrea Lucas has urged white men who feel discriminated against at work to file a…
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Proxy advisors ISS and Glass Lewis in November recommended shareholders vote against the 1,000 billion dollar pay package for Elon Musk. Photo: TED via Flickr.
Laws and Regulations
January 5, 2026

White House reins in proxy firms, curbing shareholder power

The US government is moving to scale back the influence of proxy advisers ISS and Glass Lewis…
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Max Severijns
Opinion
December 22, 2025

Democrats are set to win but the timing is awful

The Democrats are on track to win the U.S. House of Representatives in 2026. For investors, that is…
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A group of people sitting next to each other in a swimming pool
Investing
December 22, 2025

Private market firms sallivate over Americans’ retirement cash

The private markets model is edging into the US retail retirement system, where policymakers are…
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Closed door, photo by Sheldon Kennedy on Unsplash
Asset Allocation
December 9, 2025

Private credit’s real risk rests with the managers

In private credit, institutional investors face their biggest risk not in the asset class itself…
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