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Politics

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4Q23 CIO Commentary

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4Q23 CIO Commentary

The recession that never came, half of the world goes to the polls this year, Houthis sow havoc, and big tax rule changes coming quickly. All this and more in AlphaGlider’s Q4 CIO Commentary.

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3Q23 CIO Commentary

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3Q23 CIO Commentary

The Fed’s soft landing attempt remains alive, we look at the risks of US equities, and we do some housekeeping post Schwab transition. All this and more in AlphaGlider’s Q3 CIO Commentary.

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4Q20 CIO Commentary

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4Q20 CIO Commentary

The US elections, Brexit, signs of an investment bubble, and more in this quarter’s CIO Commentary.

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3Q20 CIO Commentary

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3Q20 CIO Commentary

The shape of K, average inflation targeting, gold, Chuck, and more in this quarter’s CIO Commentary.

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2Q20 CIO Commentary

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2Q20 CIO Commentary

Covid-19, M2, the Super 6, and many more numbers in this, our 2Q2020 CIO Commentary.