Back to Top

Trump

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.

3Q18 CIO Commentary

3Q18 CIO Commentary

In this quarter's CIO commentary we look at the lopsided nature of the global markets in 2018, NAFTA 2.0, and major changes in the GICS.

Not Here, Not Now

Not Here, Not Now

The Trump Administration has gone all in with global warming denial and fossil fuels — pulling the US out of the Paris Climate Agreement, increasing subsidies to the coal industry, and removing regulations governing fossil fuel drilling/mining on public lands and offshore waters. The state of California, and AlphaGlider, push back.