Welcome to the BFO Quarterly Macroeconomic overview. In the linked presentation, we will provide a broad overview of the current investment landscape. Each quarter, we dig deeper into a particular topic, worthy of your attention. This quarter, we will discuss our opinions on the recovery from Covid 19. Click here to watch the presentation.
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A Framework for Recovery
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2025 Q1 Quarterly Macro Review
Q1 signals broad disruption as Trump targets government, trade, and more.
2025 Q2 Quarterly Macro Review
Q2 casts doubt on Private Equity’s peak-era momentum, as thinning liquidity reshapes where opportunity lies.