BIL INVESTMENT INSIGHTS

The US midterm elections have produced a meaningful shift in Washington, with the Democrats taking control of both the House and the Senate. The immediate consequence is a significantly more constrained policy environment for the administration: major fiscal, tax and legislative measures will require congressional...

The Eurozone has so far weathered the energy shock surprisingly well. Yet beneath the surface, rising fuel costs, weaker fiscal support and resilient growth suggest the ECB's inflation battle is far from over.   Despite the ongoing energy supply shock, inflation hasn’t been majorly problematic...

Expectations for monetary policy easing by the US Federal Reserve (Fed) have shifted significantly since the start of the year. The conflict in the Middle East, and the sharp rise in global energy prices that followed, has pushed inflation expectations higher and forced markets to...

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...

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...