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Trump

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3Q25 CIO Commentary

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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.

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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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1Q25 CIO Commentary

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1Q25 CIO Commentary

Hard data remains hard, soft data goes soft, Trump declares war on the global trading system, Microsoft pulls back on AI investment, Germany goes all in, Vanguard cuts again, and autocracy in America. All this and more in AlphaGlider’s Q1 CIO Commentary.

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4Q24 CIO Commentary

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4Q24 CIO Commentary

The Fed cuts again, long-term rates rise again, markets brace for Trump 2.0, political turmoil overseas, and we go through changes we made to AlphaGlider strategies over the last quarter. All this and more in AlphaGlider’s Q4 CIO Commentary.

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3Q24 CIO Commentary

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3Q24 CIO Commentary

The rate cutting cycle begins in the US, China prepares fiscal and monetary stimulus, the situation in the Middle East deteriorates, the importance of flood insurance, and we go through changes we made to AlphaGlider strategies over the last quarter. All this and more in AlphaGlider’s Q3 CIO Commentary.