Bilal's Weekly Insightssee more…

  1. 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.

  2. Asset Allocation Update: Recession Portfolio

    Bilal Hafeez

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

  3. 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...

  1. 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.

  2. 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...

  3. 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.

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.

  1. 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.

  2. 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...

  3. 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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