BIL INVESTMENT INSIGHTS

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BILBoard 66

Read about investment strategy and latest asset allocation decisions

August 7, 2026

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BILBoard August 2026 – Partial Eclipse

  A solar eclipse will occur in Luxembourg on 12 August, with around 90% of the Sun covered shortly before sunset. The global economy also seems to be going through a partial eclipse. AI investment and infrastructure buildouts might be thought of as the sun,...

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July 17, 2026

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BILBoard July 2026 – A false dawn

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...

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June 16, 2026

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BILBoard Mid-Year 2026 – In search of summer

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...

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May 19, 2026

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BILBoard May 2026 – Running on fumes

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....

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April 13, 2026

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BILBoard April 2026 – Through the noise

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...

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