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Environment

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Not Here, Not Now

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Not Here, Not Now

The Trump Administration has gone all in with global warming denial and fossil fuels — pulling the US out of the Paris Climate Agreement, increasing subsidies to the coal industry, and removing regulations governing fossil fuel drilling/mining on public lands and offshore waters. The state of California, and AlphaGlider, push back.

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4Q17 CIO Commentary

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4Q17 CIO Commentary

In this quarter's CIO commentary, we discuss tax cuts, international equity outperformance, the flattening yield curve, full employment, and the disappearance of the economic output gap.

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3Q17 CIO Commentary

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3Q17 CIO Commentary

In this quarter's CIO commentary, we talk about picking a new Federal Reserve chairperson, the hurricane season, and take a deep dive into the implications of the Republican's tax framework document.

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2Q17 CIO Commentary

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2Q17 CIO Commentary

In this quarter's CIO commentary, we review the Republican's progress on enacting their ambitious agenda of tax cuts, deregulation, and accelerated infrastructure spending, the positive events coming out of Europe, and what we can expect out of US, emerging market, and Singaporean equities.