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…
Read More...December 2020 Global Real Estate Update
Hear from The James Alpha Global Real Estate Investments Fund portfolio manager, Andy Duffy, give a fund update and share his outlook on the market.
Read More...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…
Read More...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…
Read More...Managed Risk Domestic Equity Fund September Market and Performance Commentary
EAB Investment Group provides a September 2020 market and performance commentary for the James Alpha Managed Risk Domestic Equity Fund.
Read More...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…
Read More...James Alpha Advisors Global Real Estate Investment Fund: Mid-2Q 2020 Update Podcast
Listen to a podcast update from the Portfolio Manager for the James Alpha Global Real Estate Investment fund.
Read More...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…
Read More...James Alpha Structured Credit Value Fund Market and Strategy Update
Market perspective from Jay Menozzi, Chief Investment Officer & Portfolio Manager for Orange Investment Advisors
Read More...James Alpha Managed Risk Domestic Equity Fund April 2020 Market Commentary
The Covid-19 virus had an impactful effect on first quarter returns and volatility. Equities and risk assets both responded with a great deal of uncertainty as the S&P 500 dropped sharply (-19.6%). April’s 12.82% rally in the S&P 500 was equally surprising. JDIEX returned 4.8% in April while maintaining its consistent systematic defensive approach. On a…
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