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Quarterly Commentary

4Q17 CIO Commentary

4Q17 CIO Commentary

In this quarter's CIO commentary, we discuss tax cuts, international equity outperformance, the flattening yield curve, full employment, and the disappearance of the economic output gap.

3Q17 CIO Commentary

3Q17 CIO Commentary

In this quarter's CIO commentary, we talk about picking a new Federal Reserve chairperson, the hurricane season, and take a deep dive into the implications of the Republican's tax framework document.

2Q17 CIO Commentary

2Q17 CIO Commentary

In this quarter's CIO commentary, we review the Republican's progress on enacting their ambitious agenda of tax cuts, deregulation, and accelerated infrastructure spending, the positive events coming out of Europe, and what we can expect out of US, emerging market, and Singaporean equities.

1Q17 CIO Commentary

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.

4Q16 CIO Commentary

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.