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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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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 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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