BIL INVESTMENT INSIGHTS

Divergence in growth is becoming increasingly prominent within major economies. In the US, it is the top earners and companies with the largest market capitalisation that are propping up the economy, while those at the lower end of the income spectrum, and companies not involved...

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...

Stepping into the final quarter of the year, we have recalibrated our asset allocation to reflect shifting global dynamics and evolving policy signals. One of the key changes we have made is to increase exposure to onshore Chinese equities, where selective growth opportunities are emerging....

President Trump appears to be achieving his key objectives on trade. Several major trading partners have acquiesced to tariffs while agreeing to enhance market access for US firms. Financial markets, which were initially unsettled by the overhaul of global trade, seem to have adjusted to...

From the brink of a bear market, US stocks have staged a ten-trillion-dollar rally, bringing record highs within reach. Summer is in full swing in the equity space, with easing tensions in the Middle East and hopes of Fed rate cuts boosting the mood. However,...