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Alternative Income

Global Real Estate Q4 Market and Fund Performance Commentary

Download PDF   Global real estate stocks rallied significantly in the fourth quarter of 2020, extending the strong but choppy recovery that began in the second quarter, as the announcement of multiple successful COVID-19 vaccines offset concerns over rising infection rates and their potential impact on the global economy. The FTSE EPRA Nareit Developed Index…

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Structured Credit Value Fund Q3 2020 Market and Performance Commentary

Download PDF Macro Outlook The rally across risk assets took some respite in September after 5 straight months of recovery from the sharp sell-off in March related to COVID-19.  A mixture of elevated valuations, escalation of COVID-19 cases across the European continent, uncertainties related to US elections and concerns regarding the passage of a new…

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James Alpha Global Real Estate Investments Fund Third Quarter Market and Performance Commentary

Download PDF Here Global real estate stocks were up modestly in the third quarter of 2020, extending the strong but choppy recovery that began in the second quarter as the combined effect of coordinated global central bank support, massive government spending and positive vaccine developments continued to ease concerns over the pandemic’s impact on the…

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James Alpha Global Real Estate Investments Fund Second Quarter Market and Performance Commentary

Market and Performance Update Following the first quarter’s sharp drawdown as the emergence of the coronavirus shocked capital markets, global REITs rebounded strongly in the second quarter as concerns over the pandemic’s impact on the global economy were eased by the combined effect of the coordinated global central bank monetary policy response along with massive…

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James Alpha Global Real Estate Investments Fund First Quarter 2020 Market and Performance Commentary

Market and Performance Update market’s action, while unsettling, has been rational and even expected.  Capital markets are attempting to price the risk and uncertainty around the breadth, length and economic impact of this latest shock to the system.  The global REIT market has been driven by exogenous factors, notably concern over the global economic impact…

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