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April 8, 2022
NewsBILBoard April 2022 – Markets refocus on inflation and policy tightening
The second quarter of the year is upon us: originally the quarter in which it was assumed inflation would peak as pandemic-related supply chain issues cleared up. It is clear that inflation isn’t going anywhere anytime soon, with the conflict in Ukraine exacerbating price pressures. Despite new economic risks stemming from geopolitics, key central banks remain committed to reining in inflation, which is running far faster than their common 2% benchmark...
Read about how we are investing in this context in our latest BILBoard...
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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...