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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 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 Advisors Announces Strategic Partnership with Easterly

Easterly Takes Equity Ownership of James Alpha Advisors James Alpha Advisors Names Easterly’s Darrell Crate as CEO Company Positioned for Enhanced Growth in Liquid Alternatives NEW YORK, August 4, 2020 – Seeking to accelerate the growth of its business, James Alpha Advisors announced it has entered into a strategic partnership with Easterly, which has acquired a…

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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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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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