BIL INVESTMENT INSIGHTS

Recent market conditions have been particularly challenging. The sharp equity-market correction has understandably unsettled many investors, particularly after a prolonged period in which a relatively small group of technology companies drove a significant share of market returns. The change in market direction shows that investors...

Global bond markets have come under pressure in recent months, pushing long-term yields sharply higher. The US 10-year Treasury yield, potentially one of the most critical numbers in global finance given its widespread use as a benchmark, has touched 5.35%, its highest level since 2002....

  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,...

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...