May 26, 2026

2026 Q1 Quarterly Macro Review

Q1 commentary provides a primer on Artificial Intelligence. The once-in-a-generation AI capital buildout will impact labor, productivity, and markets.

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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.

Quarterly Macroeconomic Overview

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