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4Q25 CIO Commentary

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4Q25 CIO Commentary

Household portfolios are out of whack, Trump makes several moves on the Risk board, international equity markets beat the US in 2025, and inflation is high but could have been higher. All this and more in AlphaGlider’s Q4 CIO Commentary.

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3Q25 CIO Commentary

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3Q25 CIO Commentary

AI takes over the stock market, and US economic growth, the Fed resumes rate cuts, Roth conversions in the spotlight, and all that glitters is not gold. All this and more in AlphaGlider’s Q3 CIO Commentary.

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2Q25 CIO Commentary

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2Q25 CIO Commentary

It’s Taco Tuesday, debt and long term rates are in the spotlight, Trump’s One Big Beautiful Bill Act is signed, trades we made, and software we lit up. All this and more in AlphaGlider’s Q2 CIO Commentary.

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1Q25 CIO Commentary

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1Q25 CIO Commentary

Hard data remains hard, soft data goes soft, Trump declares war on the global trading system, Microsoft pulls back on AI investment, Germany goes all in, Vanguard cuts again, and autocracy in America. All this and more in AlphaGlider’s Q1 CIO Commentary.