2Q24 CIO Commentary

Doug Kirkpatrick, CFA

July 17, 2024

Quarterly Commentary, Investments, International, Politics, United States

Chinese EVs, Nvidia stats, disinflation back on track, the federal debt, European elections, and the logic behind AlphaGlider’s contrarian positions. All this and more in AlphaGlider’s Q2 CIO Commentary.

Doug Kirkpatrick, CFA

April 17, 2017

Investments, International, Environment, Politics, Quarterly Commentary, United States

1Q17 CIO Commentary

Doug Kirkpatrick, CFA

April 17, 2017

Investments, International, Environment, Politics, Quarterly Commentary, United States

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.

Thoughts from our CIO:
DOUG KIRKPATRICK, CFA

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IMPORTANT DISCLOSURES
The views expressed in this commentary are exclusively those of the author, and are not meant as investment advice and are subject to change without notice. The commentary does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person who may receive it. You should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. There is no guarantee that any investment program or account will be profitable or will not incur loss. You should note that security values may fluctuate and that each security's price or value may rise or fall. Past performance is not necessarily a guide to future performance. Individual client accounts may vary.

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