Finding the right timing for the Philippines’ first SWF
The Philippines is taking a gamble as it sets up its first sovereign wealth fund in the face of high inflation and high interest rates globally, with no cash surplus to spare.
Dancing through the ‘cha-cha’ noise in the Philippines
Foreign investors will not be dancing to the tune of the Philippine Congress’ cha-cha, short for charter change, as the economy’s institutional strengths and sectoral configurations will remain the basis of any decision to invest.
Developments on Green Energy
This is Lundgreen’s Investor Insights’ new podcast where we talk about the whys and hows on our views of the global financial markets in light of today’s trends. For this episode, our founding CEO, Peter Lundgreen, talks about green energy as... Read More →
Lula’s call on rate cuts slow Brazil’s GDP
Lula’s approach to the country’s central bank has worsened both inflation expectations and has sent fixed income yields higher in recent months.
ChatGPT leads to a regular AI boom in China
Historically, China started slowly within the AI development, but the sector has grown, and now everyone is rushing into “AI 2.0”.
Another nudge down for the French economy
France went another nudge downwards on the rating scale at the rating agency Fitch, though this has happened before without much drama. However, this time, there were new arguments behind the downgrade, and they are worrying.
The Return of the Emerging Markets
This is Lundgreen’s Investor Insights’ new podcast where we talk about the whys and hows on our views of the global financial markets in light of today’s trends. This episode, founding CEO Peter Lundgreen picks up from where we left off... Read More →
One Easter egg for the German economy
Some economists had predicted a rather severe recession for the German economy during 2023. The reality is better, though no more than that and most recently, Germany’s government missed another chance for improving the situation.
Higher rates and liquidity shortage
In recent weeks, the fear of the banking crisis spreading in the US has increased, with some once again even talking about the perfect storm – perhaps it is in a glass of water.
Klaas Knot’s “double down” on rates
Inflation continues to challenge the central banks of Western economies, and right now the outlook remains for several large interest rate hikes in Europe.