Infinity Insights

Quarterly investment updates and outlooks for you

BFI Infinity Inc.

Global Lockdown Implications // Investing in the Post-Covid Era // Risk & Opportunities Ahead

Coming out of the global lockdown The title of our February 2020 update was: “The year ahead: Expect the best, prepare for the worst”and...

BFI Infinity Inc.

Investment Outlook // Investment Opportunities & Challenges

The past year was ex- ceptional from an investing point of view. After a very difficult fourth quarter in 2018, with heavy losses in global

BFI Infinity Inc.

'Mid-Cycle Slowdown' After 10 Years of Growth? // Preparing for the Next Paradigm Shift?

We talked about the sharp reversal of expectations for the global economy. We also anticipated the immediate reaction from central banks tha

BFI Infinity Inc.

A sharp reversal of expectations // Central Banks at a Crossroads

Despite a more challenging market en- vironment in Q2/2019, we have not changed our opinion, but we do expect a more difficult terrain ahead

BFI Infinity Inc.

US vs. Global Investments: A Paradigm Shift? // Outlook for the precious metals mining sector

While the 4th quarter of 2018 was one of the worst ones for global equity markets in a long time, the first quarter of this year was a com-

BFI Infinity Inc.

An Unsurprisingly Turbulent Year // Unprecedented Debt Levels // Launching a US custody Solution

In our last BFI Infinity InSights for the previous year, we already anticipated that 2018 would prove more challenging than the distinctly p

BFI Infinity Inc.

Switzerland // Key Challenges & Opportunities for Investors // 'America First' Ripple Effects

With more than half of the year behind us, it has become clear that while equity valuations have overall still remained elevated and the mac

BFI Infinity Inc.

The End of Low Volatility? // Investing Innovation // Are Investor's Inflation Fears Justified?

After a strong and profitable 2017, with record low volatility, high investor con- fidence and arguably increased complacency too, this year

BFI Infinity Inc.

The Long-Awaited Comeback of the World Economy // Robotics Boom: The Next Industrial Revolution?

Looking back at the developments of the last three quarters, we can safely say that 2017 has been a good year so far. Most developed economi

BFI Infinity Inc.

Interest Rate Expectations // Global risks // US. Dollar: Rough Waters? // The Volatility Paradox

As we step into the second half of 2017, the global economy’s increasingly strong vital signs appear to provide us with firm ground moving