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Bilboard 44

Read about investment strategy and latest asset allocation decisions

May 24, 2024

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BILBoard June 2024 – Time for equity investors to embark on a European tour?

  A study has found that, this summer, Americans wishing to see Taylor Swift’s record-breaking Eras Tour might be better off coming to Europe to do so. With US inflation still uncomfortably above target and the Federal Reserve’s higher-for-even-longer stance boosting the dollar, in some...

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April 22, 2024

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BILBoard May 2024 – Rate cut reality check

The past month has brought a string of stronger-than-expected data from the US, further corroborating the idea of a no-landing scenario. The labour market is robust, with 303k jobs added in March – the most in 10 months – and 8.76 million jobs still open....

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March 22, 2024

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BILBoard 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...

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February 23, 2024

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BILBoard 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...

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January 23, 2024

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BILBoard January 2024 – Are we there yet?

Economic overview The Fed and the ECB have concluded their hiking cycles. The easing cycle is likely to begin with the Fed (but later than March, as markets currently expect). The ECB has hinted that rate cuts could come in summer – much depends on...

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