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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:
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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...
March 7, 2024
NewsWeighing the impact of global warming...
It’s peak ski season, but snow sport aficionados are arriving on European slopes to discover that a crucial ingredient is in short supply: snow....
February 23, 2024
BilboardBILBoard March 2024 – Rate cut ...
Spring is around the corner. The days are getting a little longer and brighter, while the cherry blossom tree in the BIL...