BIL INVESTMENT INSIGHTS

As software stocks shed roughly $1 trillion in market value in February, investor attention swung toward capital‑intensive businesses with durable physical assets, captured by the acronym HALO: “heavy assets, low obsolescence.” These companies are seen as being less vulnerable to AI‑driven disruption, and in some...

Market Snapshot Global stocks fell and oil and gas prices spiked on Monday as tensions in the Middle East escalated. On Saturday, the US and Israel launched coordinated air strikes against Iran, targeting ballistic missile sites, naval assets, Revolutionary Guard facilities and air defense systems....

The US Supreme Court has ruled that President Trump’s trade tariffs are illegal. In a decision issued on Friday, the court found that Trump had exceeded his authority under the International Emergency Economic Powers Act (IEEPA) by imposing tariffs on dozens of trading partners in...

Market Snapshot Major US stock indices ended last week in the red, as concerns that AI could have a disruptive impact on entire industries continued to drive the sell-off in the technology sector. Financial companies joined software and data firms in their concerns about the...

Market Snapshot Japanese stocks soared to record levels on Monday as Prime Minister Sanae Takaichi secured a landslide win in a snap general election. The Nikkei 225 broke though the 57,000 level for the first time as investors expect that the prime minister’s unprecedented majority...