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2Q21 CIO Commentary

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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.

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Happy Halloween.Trick or Treat?

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Happy Halloween.Trick or Treat?

Happy Halloween. The next few days will surely provide a few tricks, and treats, depending on the thickness of your wallet. Here are a few tricks and treats to look for in your candy bag:Happy Halloween. The next few days will surely provide a few tricks, and treats, depending on the thickness of your wallet. Here are a few tricks and treats to look for in your candy bag:

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1Q17 CIO Commentary

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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.

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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