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3Q16 CIO Commentary

3Q16 CIO Commentary

Quarterly recap, election edition. We recap the 3rd quarter, including:

 â€” the issues that face Europe are many
 â€” the US election is looking a lot like the UK's EU referendum did one month out
 â€” expect a 7.5% return from this market? Think again. We have.

1Q16 CIO Commentary

1Q16 CIO Commentary

We recap 1Q16, including:

 â€” the spread of negative interest rates
 â€” the downside risk from upcoming UK & US votes
 â€” VMNFX named Morningstar Alternative Fund of the Year
 â€” the case for Euro equities and the case against fixed income