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3Q23 CIO Commentary

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.

4Q22 CIO Commentary

4Q22 CIO Commentary

Inflation begins to cool, a warm winter bails out Europe, China flips on its Covid policies, and I take a close look at your most expensive asset, your house. All this and more in AlphaGlider’s Q4 CIO Commentary.

1Q22 CIO Commentary

1Q22 CIO Commentary

Inverted yield curves, oil shocks, and Fed rate increases. What could go wrong? All this and more in AlphaGlider’s Q1 CIO Commentary.

4Q21 CIO Commentary

4Q21 CIO Commentary

Omicron, inflation, US tech, China, and learning what to stress about. All this and more in AlphaGlider’s Q4 CIO Commentary.

2Q21 CIO Commentary

2Q21 CIO Commentary

If Marty McFly pulled up in the driveway, US equity market valuations now and in 2000, and more in this quarter’s CIO Commentary.