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 highlight signs of excess, and our concerns, in the US corporate debt markets. Click here to watch the presentation, or here to download the slides.
Related
2024 Q1 Quarterly Macro Review
2024 Q1 results and what they mean for investment and asset-allocation over the coming years.
2022 Year Ahead - Time of Reckoning
For the investment world, 2021 was an absolute capital markets party. In the face of the pandemic, money rained from th…
2022 Year in Review and 2023 Year Ahead
Review of markets in 2022 and a look ahead to the 2023 year with BFO's Chief Investment Officer, Rael Gorelick.