Max Severijns

Donald Trump, the newly inaugurated 47th President of the United States, is wasting no time in implementing his agenda. Investors are on edge: what will this mean for the US economy?

The “outrageous” prediction by Saxo Bank of a major climate disaster impacting the insurance industry in 2025 became a reality last week. The effects of California’s wildfires are being felt within the insurance sector. However, the predicted crisis has not materialised, as investors remain confident in the industry’s resilience.

After a decade in the shadows, global macro hedge funds are reclaiming the spotlight. As market volatility resurges, professional money managers are eyeing global macro as a cornerstone of their hedge fund strategies.

Fund managers often actively adjust their portfolios to achieve more favourable outcomes in Morningstar comparisons, according to researchers from Harvard and MIT. This strategy is said to lead to higher star ratings, enabling funds to justify higher fees, potentially at the expense of investor returns.

ESG factors are playing an increasingly diminished role in the investment decisions of institutional parties. For the vast majority, short-term performance takes precedence over the long-term benefits of sustainable investing.

Donald Trump’s re-election has derailed the proposed stricter Basel III regulations for banks, threatening their implementation for both U.S. and European institutions.

Wall Street’s relentless climb offers both a spectacular show and a precarious wager on the world’s most dynamic economy .While sceptics see a bubble ready to burst, optimists argue that growth is justified.

Despite fewer rate cuts than anticipated, the ’bonds are back’ narrative itself has returned with renewed vigour.

In the United States, a sense of self-satisfaction about Europe is palpable. But how sustainable is this bravado?

The gap between the US and European stock markets has rarely been so wide. This week, the escalation in Ukraine has driven the markets even further apart. One sector, ironically enough, is bravely holding its ground: defense. For investors looking to invest in this sector, there still seems to be ample opportunity, though many grapple with ethical dilemmas.