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SPEM

1Q21 CIO Commentary

1Q21 CIO Commentary

A rough quarter for bonds, we take a deep dive into inflation, and 1% for the Planet in this quarter’s CIO Commentary.

4Q20 CIO Commentary

4Q20 CIO Commentary

The US elections, Brexit, signs of an investment bubble, and more in this quarter’s CIO Commentary.

3Q20 CIO Commentary

3Q20 CIO Commentary

The shape of K, average inflation targeting, gold, Chuck, and more in this quarter’s CIO Commentary.

1Q20 CIO Commentary

1Q20 CIO Commentary

“The stock market is a device for transferring money from the impatient to the patient.” Learn who wrote it and how it pertains these COVID-19 days.

4Q19 CIO Commentary

4Q19 CIO Commentary

In this quarter's CIO commentary look at the drivers, and non-drivers, of 2019’s strong equity markets, and look at how the recently enacted SECURE Act may affect you and your heirs.