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.
Related
2023 Year in Review and 2024 Year Ahead
Review markets from 2023 and a look ahead to 2024: The Old Normal.
2025 Q2 Quarterly Macro Review
Q2 casts doubt on Private Equity’s peak-era momentum, as thinning liquidity reshapes where opportunity lies.
On Volatility and Opportunity
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