The Rising Inflation on Oil Prices
This episode, founding CEO, Peter Lundgreen, gives a look on the rising oil prices and how it is affecting the financial markets today.
It feels like November 1985
Investors seem increasingly stressed, which is demonstrated through a more nervous financial market around the world, but it might be helpful to find a bit of zen in mega-trends.
Foreign investments to fulfill ASEAN’s need for ‘greener’ pastures
Southeast Asia and the rest of Developing Asia need more investments, but there’s a need to be selective to ensure sustainability.
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.
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.