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.
4Q24 CIO Commentary
3Q24 CIO Commentary
The rate cutting cycle begins in the US, China prepares fiscal and monetary stimulus, the situation in the Middle East deteriorates, the importance of flood insurance, and we go through changes we made to AlphaGlider strategies over the last quarter. All this and more in AlphaGlider’s Q3 CIO Commentary.