BIL INVESTMENT INSIGHTS

Written as of 22 May 2026 All information is provided for informational purposes only and does not constitute investment advice or a recommendation.   SpaceX stole the show this week, with the announcement that it is going public in what might be one of the...

Based on the Asset Allocation Committee on May 5 2026 The conflict in the Middle East is now well into its third month, with traffic through the Strait of Hormuz still largely at a standstill despite a ceasefire and repeated attempts to reopen the route....

Market Snapshot Last week, US President Donald Trump travelled to China to meet President Xi Jinping to discuss trade, technology restrictions, global tensions, and potential business deals. Although both sides presented the meeting as a success, with talk of increased Chinese purchases of US goods...

Expectations for monetary policy easing by the US Federal Reserve (Fed) have shifted significantly since the start of the year. The conflict in the Middle East, and the sharp rise in global energy prices that followed, has pushed inflation expectations higher and forced markets to...

Market Snapshot Oil prices rose again over the weekend as Washington and Tehran failed to come to an agreement to end the war in the Middle East. Despite ongoing geopolitical uncertainty, US equity markets rallied last week, driven by strong corporate earnings. Results show broad-based...