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2Q26 CIO Commentary

2Q26 CIO Commentary

Fragile ceasefire, falling energy prices, rising memory prices, new tariffs, and what to expect from your Social Security. All this and more in AlphaGlider’s Q2 CIO Commentary.

1Q26 CIO Commentary

1Q26 CIO Commentary

War in the Middle East brings up the prospects of stagflation, IEEPA tariffs replaced by Section 122 tariffs, and AlphaGlider strategies remain resilient in difficult markets. All this and more in AlphaGlider’s Q1 CIO Commentary.

4Q25 CIO Commentary

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.

3Q25 CIO Commentary

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.