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October 15, 2024
BILBoardBILBoard November 2024 – Beyond the US election
The race for the US Presidential election on November 5 is heating up, but business activity is essentially frozen given the uncertain outcome and the vastly different programs of the two candidates. With stability forming an integral pillar of our investment philosophy, we do...
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October 11, 2024
Weekly InsightsWeekly Investment Insights
Hurricanes caused widespread damage last week. In the US, Florida residents rushed to evacuate ahead of Hurricane Milton, which followed closely on the heels of Hurricane Helene, which hit the southeastern US at the end of September. Hurricane Helene is estimated to have caused...
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October 4, 2024
Weekly InsightsWeekly Investment Insights
Comments from central bankers toyed with both currencies and rate markets over the past week. The Fed Chair Powell said that the US central bank is in no hurry to cut rates, and that the goal is to adjust monetary policy “over time towards...
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September 30, 2024
Weekly InsightsWeekly Investment Insights
Autumn is in full swing and with the change of season came a turnabout announcement that was noticed in all corners of the market. Beijing’s stimulus roll-out last week brought Chinese stocks on an impressive upward journey, recording their best week since 2008, with many...
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September 30, 2024
BILBoardBILBoard October 2024 – Harvest season
Executive Summary As autumn approached, we saw increased volatility on capital markets. Bad days were swiftly followed by significant rallies, and like the leaves currently on the trees, we had a varying mix of red, green, and amber on our screens. For the month of...
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