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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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3Q19 CIO Commentary

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3Q19 CIO Commentary

In this quarter's CIO commentary WE dig deep into the two decade rise in US company profit margins and think about where they could be going next. We also look at what the forward looking gauges are telling us about the US economy.

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3Q18 CIO Commentary

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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.