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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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August 2, 2023
NewsBILBoard August 2023 – Challenging re...
The idea that central banks might be finished hiking rates is gaining prominence. In the US, the Federal Reserve has now hiked rates eleven times,...
July 31, 2023
NewsThe dangers of passive investing in c...
Over the past decade, there has been a pronounced shift away from actively managed funds to passive strategies. While we do believe that both types...
July 24, 2023
NewsWhat’s weighing down the German econo...
Germany, the fourth largest economy in the world and the leading economic power in the European Union, began 2023 in recession. Given pale full-year growth...
June 10, 2023
NewsBIL Midyear Outlook 2023
The Landing Process Introduction from our Group Chief Investment Officer, Lionel De Broux Our 2023 Investment Outlook, published back in December, was entitled...