BIL INVESTMENT INSIGHTS

Divergence in growth is becoming increasingly prominent within major economies. In the US, it is the top earners and companies with the largest market capitalisation that are propping up the economy, while those at the lower end of the income spectrum, and companies not involved...

US stocks have enjoyed a six-month winning streak, with the artificial intelligence (AI) theme outshining tariff woes since volatility from US President Trump’s “Liberation Day” started to calm. The S&P 500 rose by over 2% in October, after having recorded gains in the five consecutive...

Global stock markets rallied on Monday as trade talks in Malaysia over the weekend fuelled hopes that the US-China trade truce will be extended later this week. The US is expecting China to delay the introduction of its rare earth export controls following the weekend’s...

In France, prime minister Sébastien Lecornu survived two votes of no confidence last week, offering hope that the country might have a budget before the end of the year. Nevertheless, this did not stop the rating agency S&P from stripping France of its AA status over...

  A filigree of forces, both fleeting and fundamental, has pushed gold to new all-time highs this year, rising above $4,000 per troy ounce last week. And the records don’t stop there: for the first time in 45 years, gold has also surpassed its inflation-adjusted...