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July 8, 2022
BilboardBILBoard July 2022 – Competing narratives
The market is oscillating between two competing narratives – one focused on durably higher inflation and the other on the growing risk of recession. Stubbornly high inflation means that, for now, central bank hawks still have the upper hand – but for how long is yet to be seen. We advocate staying safe and liquid in the fixed income space. In our equity allocation, we have further reduced cyclicality in our sector selection, while regionally, we have doubled exposure to China, a clear outlier in the global tightening cycle.
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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...