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Read about investment strategy and latest asset allocation decisions

February 24, 2025

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BILBoard February 2025 – Repainting the global trade system

When President Trump took office on January 20th, it was clear that tackling the US trade deficit would be a high priority. This is not only due to his frequent discourse on the subject, but also because the Republicans currently hold the slimmest majority in...

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January 23, 2025

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BILBoard January 2025 – Snakes and ladders

While western New Year celebrations are already behind us, January 29th will usher in the Chinese New Year of the Snake. People belonging to that year are said to be intelligent and intuitive, with refined taste. They are considered creative and extremely diligent. For investors,...

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November 22, 2024

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BILBoard December 2024 – Red Sweep

    At BIL, we are long-term investors guided by stable, strategic asset allocation guidelines. However, our investment strategy itself is a living, breathing thing, proactively adapted over time, as we strive to deliver long-run performance for our clients. Certain times call for more adjustments...

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October 15, 2024

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BILBoard November 2024 – Beyond the US election

  The race for the US Presidential election on November 5 is heating up, but business activity is essentially frozen given the uncertain outcome and the vastly different programs of the two candidates. With stability forming an integral pillar of our investment philosophy, we do...

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September 30, 2024

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BILBoard October 2024 – Harvest season

Executive Summary As autumn approached, we saw increased volatility on capital markets. Bad days were swiftly followed by significant rallies, and like the leaves currently on the trees, we had a varying mix of red, green, and amber on our screens. For the month of...

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