March 31, 2017

A New Paradigm

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

2021 Outlook and the Year Ahead

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.

2024 Q1 Quarterly Macro Review

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

2023 Year in Review and 2024 Year Ahead

Review markets from 2023 and a look ahead to 2024: The Old Normal.