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.
Related
2020 Q3 Economic Review
Biltmore Family Office provides a broad overview of the current investment landscape. Each quarter, we dig deeper into a particular topic, worthy of your attention.
2018 Investment Update - The New Paradigm: REVISTED
Biltmore Family Office works to ensure future generations are prepared to grow and manage the family’s wealth with responsibility, accountability, and respect for legacy.
BFO's 2021 First Quarter Macroeconomic Review
Biltmore Family Office's investment team was very active allocating client assets throughout the turmoil of 2020. Here, our Chief Investment Officer, Rael Gorelick, reviews last year's results. Listen to the review below, or by clicking here.