March 4, 2025

2024 Q4 Quarterly Macro Review

We focus on the investment impact of Trump policy proposals regarding trade, taxes, immigration, and regulation. Listen to the commentary below, or by clicking here.

Related

2024 Q1 Quarterly Macro Review

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

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.

2026 Q1 Quarterly Macro Review

Q1's commentary provides a primer on Artificial Intelligence.