BIL INVESTMENT INSIGHTS

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...

Based on the Asset Allocation Committee of February 2 2026   This month, Emily Brontë’s classic novel Wuthering Heights will hit the big screen, taking viewers into a world of tumultuous emotions and windswept grasslands. For market watchers the title is somewhat relatable, with “wuthering”...

Divergence in growth is becoming increasingly prominent within major economies. In the US, it is the top earners and companies with the largest market capitalisation that are propping up the economy, while those at the lower end of the income spectrum, and companies not involved...

The global economy has performed better than economists expected this year and the impact of tariffs has, so far, been more contained than feared. Equities have performed well, with key indices reaching one new high one after another, largely driven by the artificial intelligence theme...