BILBoard
BILBoard 54
April 30, 2025
BILBoardBILBoard May 2025 – Staying the course
Waters have been increasingly choppy since President Trump announced his “reciprocal” tariffs on April 2. In the week following the announcement, more than USD 5 trillion was wiped off the S&P 500, the Nasdaq saw a 20% correction, oil prices fell below USD 60...
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April 2, 2025
BILBoardBILBoard April 2025 – Tariffs, turbulence and tactical shifts
Written as at April 1 The first quarter of 2025 was anything but smooth. Market volatility surged, equity markets diverged, bonds offered little in the way of refuge, and investors were reminded just how quickly sentiment can shift when policy uncertainty meets geopolitical strain. This...
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February 24, 2025
BILBoardBILBoard February 2025 – Repainting the global trade system
When President Trump took office on January 20th, it was clear that tackling the US trade deficit would be a high priority. This is not only due to his frequent discourse on the subject, but also because the Republicans currently hold the slimmest majority in...
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BILBoard January 2025 – Snakes and ladders
While western New Year celebrations are already behind us, January 29th will usher in the Chinese New Year of the Snake. People belonging to that year are said to be intelligent and intuitive, with refined taste. They are considered creative and extremely diligent. For investors,...
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November 22, 2024
BILBoardBILBoard December 2024 – Red Sweep
At BIL, we are long-term investors guided by stable, strategic asset allocation guidelines. However, our investment strategy itself is a living, breathing thing, proactively adapted over time, as we strive to deliver long-run performance for our clients. Certain times call for more adjustments...
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