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Analyses of current macro and market developments

March 11, 2024

News

Are we watching an AI bubble inflate?

After hitting a new all-time high at the beginning of March, the S&P 500 might be on track for one of its best first quarters in decades. However, the gains are almost exclusively powered by a handful of large technology firms that are benefitting from...

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March 7, 2024

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Weighing the impact of global warming on Europe’s winter economy

  It’s peak ski season, but snow sport aficionados are arriving on European slopes to discover that a crucial ingredient is in short supply: snow. In the Alps, the world’s most popular ski destination, regions that depend on ski tourism are in a race against...

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January 25, 2024

News

Video summary of our Outlook 2024

In 2023, markets have navigated between optimism and pessimism, but landed on the optimist shore In 2024, we should continue to see volatility dictated by the evolution of Central Bank policies So be prepared to be active on equity, and enjoy the income generated by...

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January 23, 2024

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2024: A moment of truth for the global economy

2024 will usher in the Chinese year of the dragon, considered the luckiest sign of the zodiac. This, and the fact that 24 is the carat count of pure gold, might be taken as an omen of a fortuitous year ahead. However, as BIL explains...

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December 22, 2023

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BIL Investment Outlook 2024

Nothing but sun... and the grass which looks green? Our Investment Outlook for the year ahead is now available in English and French     Introduction from our Group Chief Investment Officer, Lionel De Broux   [caption id="attachment_8979" align="aligncenter" width="200"] Lionel De Broux, Group Chief...

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