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
2026 Q2 Quarterly Macro Review
Q2 explores grid challenges amid AI demand, reshoring, and electrification.
2024 Q1 Quarterly Macro Review
2024 Q1 results and what they mean for investment and asset-allocation over the coming years.
2023 Year in Review and 2024 Year Ahead
Review markets from 2023 and a look ahead to 2024: The Old Normal.