Bilal's Weekly Insightssee more…

  1. Asset Allocation Update: Watch the Fed

    Bilal Hafeez

    The biggest question in markets today is whether the Fed will be willing to crush inflation even it means weaker equity markets.

  2. What Was the UK Like When the Queen Was Crowned in 1952?

    Bilal Hafeez

    Queen Elizabeth Alexandra Mary Windsor is the longest reigning monarch in British history. She was crowned queen on 6 February 1952.

  3. Guess Who’s Joined the Double-Digit Inflation Club?

    Bilal Hafeez

    Which countries are experiencing serious inflation – not 3%, 5% or 8% but double-digit inflation?

  1. Markets Have Entered the Multiverse of Madness

    Bilal Hafeez

    Movie fans will know that the new phase of the Marvel Cinematic Universe recently kicked off with Doctor Strange in the Multiverse of Madness.

  2. What China’s COVID Setbacks Mean For Markets

    Bilal Hafeez

    China was originally held up as the success story for managing COVID. But two years on, Shanghai is locked down and Beijing is testing all its residents for COVID.

  3. Asset Allocation Update: Recession Portfolio

    Bilal Hafeez

    Due to popular demand, we are producing a monthly update on our asset allocation views.

Which Markets Perform During US Recessions?

Bilal Hafeez

US equities tend to underperform from around six months before a US recession onwards. Bonds tend to outperform from around...

What Are the Best Investments Into Fed Hiking?

Bilal Hafeez

The first rule of investing is to survive. That means not getting your investments wiped out.

  1. After Two Years, Which Countries Fared Worst During the COVID Pandemic?

    Bilal Hafeez and Ben Ford

    It has been two years since the World Health Organisation (WHO) declared COVID-19 a pandemic. And almost every country has tried to deploy...

  2. Russia/Ukraine Update: 6 Things You Need to Know

    Bilal Hafeez

    As the Russia-Ukraine war continues, we outline six impacts and argue for a defensive posture to markets in this uncertain environment.

  3. What Next for Russia?

    Bilal Hafeez

    At the start of the week, President Putin finally made his move. Russia will recognize the independence of the Donetsk and Luhansk...

Inflation Shocker – It’s the Pandemic, Stupid

Bilal Hafeez

The simplest explanation for the recent surge in US inflation is the pandemic, not the Fed’s balance sheet expansion. Once the pandemic eases, so will inflation.

Will Bitcoin Make You a Billionaire?

Bilal Hafeez

Why you need to be wary of such claims, and what we believe the future holds for bitcoin.

  1. Avoid This Investment Mistake on China

    Bilal Hafeez

    Many investors confuse economic growth for likely stock market performance, especially for China. But China’s constitution...

  2. Is the Fed Actually in the Middle of an Easing Cycle?

    Bilal Hafeez

    All eyes are on the Fed tonight and we have given our take on what to look out for. But here’s a completely different angle...

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