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Max Severijns
Investing
December 3, 2025
ESG debate at Natixis IM shows drift between Texas and Paris
While ESG may be politically sensitive, Invesco reports that inflows continue to build. Natixis IM’s…
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Investing
November 21, 2025
ESG is measured wrong, says Dan Ariely. His fix is beating the S&P500
Dan Ariely has devoted his career to understanding irrational behavior. According to the Duke…
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Investing
November 19, 2025
Art investors puncture own investment case at Deloitte’s New York forum
At the Deloitte Private Art & Finance Conference in New York, art investors did something almost…
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Investing
November 17, 2025
Blackrock’s latest loss widens rift between private credit yays and nays
New loan failures have reignited debate over the health of private credit. The bankruptcy of Renovo…
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Asset Managers
November 4, 2025
Italy cools on French fund groups as UniCredit exits Amundi deal
Two major European cross-border asset management relationships are losing momentum, with Italian…
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Investing
October 31, 2025
Turns out gold doesn't only go up
Two weeks ago, we wrote that gold was poised to skyrocket. Last week, it took its biggest hit in a…
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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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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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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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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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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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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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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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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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