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BILBoard 55

Read about investment strategy and latest asset allocation decisions

July 1, 2025

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BILBoard Summer 2025 – Always wear sunscreen

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,...

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April 30, 2025

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BILBoard 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

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BILBoard 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

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BILBoard 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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January 23, 2025

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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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