Since 2009, we have seen little fiscal policy change and extremely low-interest rates. As a result, the optimal investment has been to passively and indiscriminately buy the stock market. With the election of Donald Trump, we see a new paradigm. We have spent the last few months analyzing the various "Trump Trades" prevalent since November 8th, and believe the dots are increasingly converging around an environment of higher interest rates, rising inflation, and increased volatility. For more, click here.
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Review of markets in 2022 and a look ahead to the 2023 year with BFO's Chief Investment Officer, Rael Gorelick.
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.
Family Office Asset Allocation Perspectives - A Look Forward
Biltmore Family Office is an independent SEC-registered advisor to investment-oriented business owners and their families. We work to ensure future generations are prepared to grow and manage the family’s wealth with responsibility, accountability, and respect for legacy.