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October 14, 2025

News

After a record-breaking run, can gold continue to glitter?

  A filigree of forces, both fleeting and fundamental, has pushed gold to new all-time highs this year, rising above $4,000 per troy ounce last week. And the records don’t stop there: for the first time in 45 years, gold has also surpassed its inflation-adjusted...

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October 8, 2025

BILBoard

BILBoard October 2025 Mixed signals

The global economy has performed better than economists expected this year and the impact of tariffs has, so far, been more contained than feared. Equities have performed well, with key indices reaching one new high one after another, largely driven by the artificial intelligence theme...

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October 6, 2025

Weekly Insights

Weekly Investment Insights

Last week, the US government went into shutdown after the Republicans and Democrats failed to come to an agreement to fund the federal government. Without funding, federal agencies could end up having to furlough around 750 000 workers, and scale back public services, costing the...

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October 2, 2025

News

France & Italy: Roles in reverse?

Concerns are rising about France’s ability to reduce its debt burden amid political instability and debt rating downgrades. Meanwhile, Italy has made progress in reducing its budget deficit in recent years, prompting the question: are the countries roles reversing? The political turmoil that has plagued...

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September 29, 2025

Weekly Insights

Weekly Investment Insights

  On Friday, President Trump announced that the US will impose 100% tariffs on imports of branded or patented pharmaceutical goods from October 1. There will be an exception, however, for companies that are in the process of building new manufacturing sites in the US....

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