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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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.
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?
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