Strategy Update 4th Quarter 2020
12/31/2020 – Overall, we look back on an extraordinary year for all of us. 2020 was the year with the greatest stock market crash and the fastest recovery at the same time. Read more in our Strategy Update of the 4th quarter 2020.
Macroeconomic Comment: Thoughts for the New Year
12/30/2020 – At the end of 2019, I summarized my thoughts on the topic of “limits”, which we may have already reached or already overstretched: limits to growth, debt, environmental pollution, monetary policy, and globalization. For years, it has been apparent that we can only achieve economic growth with rapidly growing government debt, with over-exploitation […]
Our “New Normal” and Its Effect on the Finance Industry
12/09/20 – In just a few short months of the COVID-19 crisis, we have observed several changes happening to the economy. At Belvoir, we transformed board meetings into virtual discussions over Zoom and started incorporating technology and digital platforms in everyday tasks and operations. This new way of work will not disappear as our way […]