May 27, 2020

2020 Q1 Quarterly Macroeconomic Review

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.

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2020 Review

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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…

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?