April 28, 2021

BFO's 2021 First Quarter Macroeconomic Review

Today, we’ll provide a broad overview of the current investment landscape. Each quarter, we dig into a particular topic, worthy of your attention. Following months of lockdown, the first quarter of 2020 presented an early look at Post-Covid life. It is rare that the world so clearly lines up in a single direction – Government stimulus, 0% interest rates for the foreseeable future, a fast vaccine rollout, pent-up demand, record consumer savings, strong bank balance sheets… and a brand new $2t infrastructure plan in the works. The government is providing a tremendous amount of rocket fuel to the economy. Will we reach escape velocity or will we burn up in a fire of inflation? In this presentation, we’ll take a closer look at the countdown to economic liftoff. Please click this link for the video presentation.

Related

2021 Outlook and the Year Ahead

Biltmore Family Office's investment team was very active allocating client assets throughout the turmoil of 2020. Here, our Chief Investment Officer, Rael Gorelick, reviews last year's results. Listen to the review below, or by clicking here.

2022 Q1 Quarterly Macroeconomic Review

Welcome to the Biltmore Family Office Quarterly Macroeconomic overview for Q1 2022. 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.

2025 Q4 Quarterly Macro Review

Biltmore Family Office’s Q4 commentary explains why markets keep climbing even as global events create uncertainty and headlines suggest a world in turmoil.