Latests
All 370
March 22, 2024
BilboardBILBoard April 2024 – Shifting sands in the investment landscape
The sands in the investment landscape have shifted in that it appears major central banks have tamed inflation without triggering a deep economic downturn. At the same time, market rate cut expectations have moderated, without disrupting markets. These developments, coupled with better-than-expected earnings results and...
Read More
March 11, 2024
NewsAre 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...
Read More
March 7, 2024
NewsWeighing 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...
Read More
February 23, 2024
BilboardBILBoard 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...
Read More
January 25, 2024
NewsVideo 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...
Read More
Loading items
Pick a category