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February 2, 2022
BilboardBILBoard February 2022 – Monetary tightening shifts up a gear
2022 got off to a turbulent start with anxiety about inflation taking centre stage. Inflation is now above central bank targets in all but a few major regions, and a global tightening cycle is kicking into gear as they try to bring it back down into their comfort zones. As such, rates are beginning to resist gravity, and while their direction is important for almost every asset class, what is even more crucial is the speed of their ascent. Click on the following links to discover how we are positioning our portfolios in such a context:
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July 18, 2024
BilboardBILBoard August 2024 – Stocks get tha...
Based on the Committee of 15th July 2024 Over the past few weeks, two important developments have played out for investors. Firstly, US inflation...
July 16, 2024
NewsTourism, a fragile pillar of Europe...
Accounting for around 10% of the EU's GDP, tourism is one of the key pillars of the European economy, with a considerable impact on...
July 1, 2024
NewsCan US households continue driving gr...
Consumers are the Atlas holding up the American economy. With the US representing around one-quarter of global output, and with personal consumption accounting for an...
June 21, 2024
BilboardBILBoard – Summer 2024
Despite tight monetary conditions, the global economy held up remarkably well throughout the first half of 2024. From this point on, it appears to be...