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1Q25 CIO Commentary

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1Q25 CIO Commentary

Hard data remains hard, soft data goes soft, Trump declares war on the global trading system, Microsoft pulls back on AI investment, Germany goes all in, Vanguard cuts again, and autocracy in America. All this and more in AlphaGlider’s Q1 CIO Commentary.

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3Q23 CIO Commentary

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3Q23 CIO Commentary

The Fed’s soft landing attempt remains alive, we look at the risks of US equities, and we do some housekeeping post Schwab transition. All this and more in AlphaGlider’s Q3 CIO Commentary.

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2Q23 CIO Commentary

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2Q23 CIO Commentary

What to do with those I Bonds you bought 18 months ago, what one’s thinking when they pay 10x sales (or 23x) for a stock, and the persistently inverted yield curve. All this and more in AlphaGlider’s Q2 CIO Commentary.