Market Commentaries

March 4, 2025

2024 Q4 Quarterly Macro Review

Explore the 2024 Q4 investment impact of policy proposals on trade, taxes, immigration, and regulation.

Nov. 21, 2024

2024 Q3 Quarterly Macro Review

2024 Q3 results are in—now we’ll explore where we stand and what’s next after the election.

Aug. 23, 2024

2024 Q2 Quarterly Macro Review

2024 Q2 macro quarterly market evaluation and what it might mean for investment and asset-allocation.

May 15, 2024

2024 Q1 Quarterly Macro Review

2024 Q1 results and what they mean for investment and asset-allocation over the coming years.

Feb. 14, 2024

2023 Year in Review and 2024 Year Ahead

Review markets from 2023 and a look ahead to 2024: The Old Normal.

Nov. 1, 2023

2023 Q3 Quarterly Macro Review

It seems that we wake up each day to a new significant news story. It's hard to keep up. This quarter, we try to provide a relevant narrative out of the complex array of events bombarding us each day. Within that narrative, what does it mean for our investment allocations?

July 10, 2023

2023 Quarterly Review

Analyze the first half of 2023 and outlook on the year ahead with Biltmore Family Office's Chief Investment Officer, Rael Gorelick. Topics covered include bank runs, generative AI and interest rates.

March 9, 2023

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.

Dec. 2, 2022

2022 Q3 Quarterly Macroeconomic Review

Welcome to the Biltmore Family Office Quarterly Macroeconomic overview for Q3 2022. In the linked presentation, we will provide a broad overview of the current investment landscape. We dig deeper into a particular topic, worthy of your attention.

Aug. 23, 2022

2022 Q2 Quarterly Macroeconomic Review

Welcome to the Biltmore Family Office Quarterly Macroeconomic overview for Q2 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.

June 3, 2022

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.

Feb. 11, 2022

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…