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1Q26 CIO Commentary

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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.

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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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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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1Q20 CIO Commentary

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1Q20 CIO Commentary

“The stock market is a device for transferring money from the impatient to the patient.” Learn who wrote it and how it pertains these COVID-19 days.

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4Q19 CIO Commentary

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4Q19 CIO Commentary

In this quarter's CIO commentary look at the drivers, and non-drivers, of 2019’s strong equity markets, and look at how the recently enacted SECURE Act may affect you and your heirs.