Max Severijns

With traditional market dynamics breaking down and foreign holdings of U.S. assets at record highs, US fund houses Doubleline Capital and Pimco both warn that investors can no longer rely on the old dollar playbook.

University endowment funds in the U.S. are offloading private equity stakes as tax hikes loom. They frame it as strategic, but industry voices increasingly suspect disappointing returns are forcing their hand.

Scott Bessent, the U.S. Treasury Secretary and key architect of President Trump’s economic agenda, is being discussed as a potential successor to Federal Reserve Chair Jerome Powell. Bloomberg cited anonymous sources saying his name has been floated for the role.

There’s an 82 percent chance the 10-year Treasury yield will exceed 7 percent before the end of the decade, according to Joe Davis, global chief economist at Vanguard. The odds of yields topping 9 percent? One in five.

Continuation funds face mounting criticism over self-dealing and inflated valuations. Private equity specialists however see reality as more nuanced.

Dividend investors are bracing for potential fallout from Section 899, a provision in Donald Trump’s proposed One Big, Beautiful Bill Act that could sharply raise US withholding taxes on dividends and interest income.

Southern Europe is rapidly emerging as a serious contender for global wealth, as high-net-worth individuals from the United States increasingly explore residency-lined investment options.

Continuation funds, once a post-crisis workaround for expiring vehicles in weak exit markets, are booming and find themselves at the centre of growing criticism.

Markets are celebrating the news that the United States and China have agreed on Monday to sharply reduce import duties for 90 days. Whether they’re right to do so is another matter.

Buffettologists Pieter Slegers and Ansgar John Brenninkmeijer traveled to what may have been their last meeting with Warren Buffett last weekend.