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Quarterly Commentary

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1Q17 CIO Commentary

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1Q17 CIO Commentary

In this quarter's CIO commentary, we review the impact of Trump's first months in office on the investment markets, comment on Europe's many economic challenges, and discuss a new developed equity market investment in AlphaGlider strategies.

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4Q16 CIO Commentary

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4Q16 CIO Commentary

In this quarter's CIO commentary, we take a look at the winners and losers coming out of the Trump victory, make a deep dive into the risk-reward tradeoffs offered you US equities at the moment, and name the one US foreign relationship to watch most closely in the Trump era.

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3Q16 CIO Commentary

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3Q16 CIO Commentary

Quarterly recap, election edition. We recap the 3rd quarter, including:

 — the issues that face Europe are many
 — the US election is looking a lot like the UK's EU referendum did one month out
 — expect a 7.5% return from this market? Think again. We have.

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1Q16 CIO Commentary

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1Q16 CIO Commentary

We recap 1Q16, including:

 — the spread of negative interest rates
 — the downside risk from upcoming UK & US votes
 — VMNFX named Morningstar Alternative Fund of the Year
 — the case for Euro equities and the case against fixed income