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Jerome Powell

2Q19 CIO Commentary

2Q19 CIO Commentary

In this quarter's CIO commentary we recap the roller coaster of a quarter that was Q2, the tug and pull between Trump’s tariffs and Powell’s Fed Funds rate cuts, some changes to AlphaGlider Core Strategies, and the introduction of AlphaGlider’s new Environmental, Social, and Governance (ESG) Strategies.

1Q19 CIO Commentary

1Q19 CIO Commentary

In this quarter's CIO commentary we look at a change in heart, and perhaps independence, at the Federal Reserve, the cans kicked down the road, diversification, valuation, and reversion to the mean.

4Q18 CIO Commentary

4Q18 CIO Commentary

In this quarter's CIO commentary we look at the view through the windshield, March’s important deadlines, the ugly quarter that was, and the active management of AlphaGlider strategies.

1Q18 CIO Commentary

1Q18 CIO Commentary

In this quarter's CIO commentary, we look at GOP tax cuts effects on GDP and deficits, growing tensions with Russia, and analyze the Trump's Chinese tariff threats.

4Q17 CIO Commentary

4Q17 CIO Commentary

In this quarter's CIO commentary, we discuss tax cuts, international equity outperformance, the flattening yield curve, full employment, and the disappearance of the economic output gap.