BIL INVESTMENT INSIGHTS

Based on decisions taken at the July 6 Asset Allocation Committee Just a few weeks ago, it appeared that the worst of the Middle East crisis was behind us. After a peace agreement was signed between the US and Iran on 17 June, it was...

Sunday, 21 June marks the official start of summer here in the northern hemisphere. Yet, after an unseasonably warm spring, conditions have turned cooler and more unsettled. The question now is whether the early heat was the peak, or if a long, hot summer still...

Based on the Asset Allocation Committee on May 5 2026 The conflict in the Middle East is now well into its third month, with traffic through the Strait of Hormuz still largely at a standstill despite a ceasefire and repeated attempts to reopen the route....

Based on the Asset Allocation Committee on March 31 2026 Geopolitical uncertainty took centre stage in March as the conflict in the Middle East extended past the one-month mark, significantly reducing hopes that the impact on energy prices from the closure of the Strait of...

As software stocks shed roughly $1 trillion in market value in February, investor attention swung toward capital‑intensive businesses with durable physical assets, captured by the acronym HALO: “heavy assets, low obsolescence.” These companies are seen as being less vulnerable to AI‑driven disruption, and in some...