Research
Choose Language
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...
More
July 18, 2024
BilboardBILBoard August 2024 – Stocks get tha...
Based on the Committee of 15th July 2024 Over the past few weeks, two important developments have played out for investors. Firstly, US inflation...
July 16, 2024
NewsTourism, a fragile pillar of Europe&#...
Accounting for around 10% of the EU's GDP, tourism is one of the key pillars of the European economy, with a considerable impact on...
July 1, 2024
NewsCan US households continue driving gr...
Consumers are the Atlas holding up the American economy. With the US representing around one-quarter of global output, and with personal consumption accounting for an...
June 21, 2024
BilboardBILBoard – Summer 2024
Despite tight monetary conditions, the global economy held up remarkably well throughout the first half of 2024. From this point on, it appears to be...