BIL INVESTMENT INSIGHTS

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Analyses of current macro and market developments

March 16, 2026

News

Oil shock sparks memories of the 2022 energy crisis

Written on March 12 2026   After a weak 2025, when global supply far exceeded demand, oil markets have been thrown into turmoil as the conflict in the Middle East has halted crude and Liquified Natural Gas (LNG) flows through the Strait of Hormuz. About...

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January 9, 2026

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2026 Outlook

As we step into 2026, the theme of transition will only intensify. In many ways, 2025 marked the starting gun of a new race – one defined by rapid technological adoption, a re-imagined trade order, and a recalibration of global power. These shifts brought heightened...

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October 14, 2025

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After a record-breaking run, can gold continue to glitter?

  A filigree of forces, both fleeting and fundamental, has pushed gold to new all-time highs this year, rising above $4,000 per troy ounce last week. And the records don’t stop there: for the first time in 45 years, gold has also surpassed its inflation-adjusted...

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October 2, 2025

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France & Italy: Roles in reverse?

Concerns are rising about France’s ability to reduce its debt burden amid political instability and debt rating downgrades. Meanwhile, Italy has made progress in reducing its budget deficit in recent years, prompting the question: are the countries roles reversing? The political turmoil that has plagued...

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September 15, 2025

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China’s stock market rally: Green shoots or a false dawn?

Chinese stocks have rallied, despite a struggling economy Much of the gains appear to be driven by domestic institutional investors, potentially reducing bubble risk Some of China's USD 22 Trillion in household savings could flow into stocks     Chinese stocks have surged this year,...

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