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March 11, 2024

News

Are 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 in decades. However, the gains are almost exclusively powered by a handful of large technology firms that are benefitting from...

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March 7, 2024

News

Weighing the impact of global warming on Europe’s winter economy

  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. In the Alps, the world’s most popular ski destination, regions that depend on ski tourism are in a race against...

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February 23, 2024

Bilboard

BILBoard March 2024 – Rate cut bets recede on brighter data

      Spring is around the corner. The days are getting a little longer and brighter, while the cherry blossom tree in the BIL grounds is already in bloom. The latest economic data also has a Spring feeling about it. As the IMF wrote...

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January 25, 2024

News

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 the evolution of Central Bank policies So be prepared to be active on equity, and enjoy the income generated by...

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January 23, 2024

Bilboard

BILBoard January 2024 – Are we there yet?

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 March, as markets currently expect). The ECB has hinted that rate cuts could come in summer – much depends on...

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