Choose Language

November 9, 2021


BILBoard November 2021 – Contrasting views of the world

Bond and equity markets paint contrasting pictures. The fixed income world has undergone aggressive repricing with investors taking a bleak view of the world, focusing on stickier inflation, persistent supply-side issues and imminent tightening of monetary policy by central banks. Conversely, stocks are again close to all-time highs as companies report stronger-than-expected profits for the summer. Read our latest BILBoard to find out how we are positioning our portfolios in such a context - NL EN  FR  DE  LU


January 25, 2024


Video summary of our Outlook 2024

In 2023, markets have navigated between optimism and pessimism, but landed on the optimist shore In 2024, we should continue to see volatility dictated by...

January 23, 2024


BILBoard January 2024 – Are we there ...

Economic overview The Fed and the ECB have concluded their hiking cycles. The easing cycle is likely to begin with the Fed (but later than...

January 23, 2024


2024: A moment of truth for the globa...

2024 will usher in the Chinese year of the dragon, considered the luckiest sign of the zodiac. This, and the fact that 24 is the...

December 22, 2023


BIL Investment Outlook 2024

Nothing but sun... and the grass which looks green? Our Investment Outlook for the year ahead is now available in English and French    ...

November 21, 2023


What’s taking the wind from the renew...

The Copernicus Climate Change service reports that October 2023 was the warmest October on record. The same can be said for July, August, and September...

All articles