Have you heard? There’s trouble in the repo markets. Even casual investment market participants probably know that something’s amiss. While only a handful of investors participate in repo, this obscure corner of the investment markets rests at the epicenter of the financial system—hence all the attention. The turmoil caught many by surprise, prompting the Federal Reserve (Fed) into emergency action. However, the real surprise...

January 21, 2020

The latest Outlook published by the BlackRock Investment Institute has received some attention. According to the report, powerful structural trends are testing limits and threaten to intersect with the near-term outlook and become market drivers. Trade frictions and deglobalization are weighing on growth and boosting inflation.

January 13, 2020

For the last couple of months, Lebanon has been regularly in the news as the relentless protests in the country steadily spread, escalated and culminated in a full-blown national crisis. To a large extent, the media coverage has been somewhat superficial and has failed to capture the bigger picture and to trace the roots of the unrest. Vaguely framed issues like political corruption, economic struggle and inequality are ofte...

December 18, 2019

As another year is approaching its end, we’d like to share some of our thoughts on what we can expect in 2020 and on how to prepare for the opportunities and the challenges that lie ahead.

December 18, 2019

In a recent note, Goldman analysts said the case for diversifying into gold is “as strong as ever”. According to an article by Reuters, published December 9th, 2019, Goldman Sachs has kept its 3-, 6- and 12-month forecasts for gold at $1,600 per troy ounce, expecting investment demand to be supported by fears of recession and political uncertainty.

December 17, 2019

While the Western media appears fixated on the Trump impeachment spectacle, many missed the big news of the launching ceremony for the China-Russia gas pipeline, which took place on December 2nd, 2019. The pipeline is hailed as a landmark project that will transport natural gas from eastern Siberia through Northeast China to Shanghai. Given the game-changing potential of these developments, we should all pay more attention to...

December 17, 2019

As some of our clients have been asking whether Hong Kong is still a safe storage location for their metals, we decided to outline our thoughts on the matter and share our outlook on the jurisdiction going forward. Overall, while we still maintain our storage location in Hong Kong, unless there are practical considerations (prompt access, physical closeness to the metals), we recommend considering a transfer to one of our othe...

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