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4Q24 CIO Commentary

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4Q24 CIO Commentary

The Fed cuts again, long-term rates rise again, markets brace for Trump 2.0, political turmoil overseas, and we go through changes we made to AlphaGlider strategies over the last quarter. All this and more in AlphaGlider’s Q4 CIO Commentary.

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4Q20 CIO Commentary

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4Q20 CIO Commentary

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

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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