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Managed Risk

Managed Risk Domestic Equity 2021 Market Outlook Commentary

Download PDF   As investors look back at 2020 there is both a sense of relief as well as dread given the depths of fear and the subsequent hope that the year delivered. Authorities’ tremendous support in the form of fiscal as well as monetary actions, joined by the expectations that vaccine deployment would return…

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James Alpha Managed Risk Domestic Equity Fund July 2020 Commentary

The S&P 500 continued it’s 4-month rally wiping out the entire selloff of this year’s first quarter.  Volatility continued to contract as VIX fell another 20%.  JDIEX provided a 2.40% return for the month bringing its year to date performance to 2.89% versus 2.38% in the S&P 500. While these return figures are close, the volatility…

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James Alpha Managed Risk Domestic Equity Fund June 2020 Commentary

June was both a positive and volatile month for equities, as the S&P 500 wrapped up with one of its best quarters ever.  For June, JDIEX returned 1.93% versus 1.99% in the S&P 500. That brings the YTD return to 0.48% versus (-3.08%) for the S&P 500. Market sentiment improved in June due to optimism from the reopening of nonessential businesses…

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