Max Severijns

The Federal Reserve has announced plans to substantially ease the capital requirements for large US banks, marking a significant shift in the implementation of Basel III standards. This pivot reflects the struggle regulators face in balancing the need for financial stability with the competitiveness of banks.

European investors are eyeing the rapid price shifts in the US bond market, driven by expectations of interest rate cuts. While the rise in US government bond prices has been enticing, seasoned investors are now questioning how long this rally can last.

Kamala Harris’ plans to significantly raise corporate taxes and control price increases for essential goods, but these proposals are not being well-received by investors and economists

Aegon N.V. has named Shawn C.D. Johnson as the new Chief Executive Officer of Aegon Asset Management (Aegon AM). Johnson will assume his role on 23 September, succeeding Bas NieuweWeme, who is stepping down to pursue other career opportunities. NieuweWeme will remain with the company as an advisor until 1 December to ensure a smooth transition.

Private equity, long reserved for the wealthy, could soon be available to everyday investors through ETFs. But experts are raising concerns about whether this innovation is truly viable and beneficial.

If Donald Trump is re-elected as President, he plans to have more control over U.S. monetary policy, not just relying on Federal Reserve officials who follow his direction. This idea has raised concerns among experts, including Sylvester Eijffinger, a former advisor to the Fed, who calls it “a disastrous plan.”

Even the staunchest opponents of easing U.S. interest rate policy are now conceding. Among them is Torsten Slok, chief economist of private equity fund Apollo Global Management and a fervent supporter of the zero-cut stance.

Few stocks remain untouched in a market correction. An attempt by the editorial team to find out what asset managers are buying during the dip immediately fails: “Timing a bull-market correction is pointless,” they say.

While the old-school stocks and bonds portfolio is increasingly supplemented with private investments, specialists suggest this shift might be unnecessary.

Is the surge in small-cap stocks the “Great Rotation” or just a speculative bubble? Investment Officer gauges the sentiment.