Research
Choose Language
February 2, 2022
BilboardBILBoard February 2022 – Monetary tightening shifts up a gear
2022 got off to a turbulent start with anxiety about inflation taking centre stage. Inflation is now above central bank targets in all but a few major regions, and a global tightening cycle is kicking into gear as they try to bring it back down into their comfort zones. As such, rates are beginning to resist gravity, and while their direction is important for almost every asset class, what is even more crucial is the speed of their ascent. Click on the following links to discover how we are positioning our portfolios in such a context:
More
April 22, 2024
NewsParis Olympics 2024: Costs under cont...
This summer, 16 million visitors are expected to descend upon Paris for the 2024 Olympics. For the host country, the Games can be...
April 22, 2024
BilboardBILBoard May 2024 – Rate cut reality ...
The past month has brought a string of stronger-than-expected data from the US, further corroborating the idea of a no-landing scenario. The labour market is...
March 22, 2024
BilboardBILBoard April 2024 – Shifting sands ...
The sands in the investment landscape have shifted in that it appears major central banks have tamed inflation without triggering a deep economic downturn. At...
March 11, 2024
NewsAre we watching an AI bubble inflate?
After hitting a new all-time high at the beginning of March, the S&P 500 might be on track for one of its best first quarters...