BIL INVESTMENT INSIGHTS

Equities and bonds extended declines last week as investors grew increasingly concerned about the prospect of a prolonged energy shock, following renewed attacks on key energy infrastructure in Qatar and Iran. Iran’s strike on Qatar’s Ras Laffan gas facilities, responsible for roughly 20% of global...

Market Snapshot The ongoing conflict in the Middle East continued to push oil prices higher last week, with Brent crude briefly rising to $106 per barrel. Prices continued to rise despite the International Energy Agency’s announcement of a record release of 400 million barrels from...

Written on March 12 2026   After a weak 2025, when global supply far exceeded demand, oil markets have been thrown into turmoil as the conflict in the Middle East has halted crude and Liquified Natural Gas (LNG) flows through the Strait of Hormuz. About...

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 markets fell sharply on Friday as Middle East tensions escalated. With traffic through the Strait of Hormuz largely halted, Qatar’s state‑run energy company suspended LNG production following Iranian attacks, pushing Brent crude above $91 per barrel. Over the weekend, additional supply cuts...