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2Q21 CIO Commentary

2Q21 CIO Commentary

If Marty McFly pulled up in the driveway, US equity market valuations now and in 2000, and more in this quarter’s CIO Commentary.

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.