news and articles
Arnim Holzer provides his Macro Market View in TD Ameritrade Network Interview
Arnim shares his perspective with Nicole Petallides of TD Ameritrade on why he believes we’ll need to wait until August or September to see meaningful data on earnings and the economic recovery before investors will know if the current cyclical recovery is real or vulnerable. 5781-NLD-6/8/2020
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James Alpha Structured Credit Value Fund Market and Strategy Update
Market perspective from Jay Menozzi, Chief Investment Officer & Portfolio Manager for Orange Investment Advisors
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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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James Alpha Managed Risk Domestic Equity Fund Market and Strategy Update
Hear from Arnim Holzer on the James Alpha Managed Risk Domestic Equity fund market and strategy update.
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James Alpha Global Real Estate Investments Fund Q1 Update and Market Outlook
Global Real Estate Q1 2020 Update
Read More...Arnim Holzer Shares Latest Outlook On Markets
In this most recent update on TD Ameritrade Network, Arnim Holzer with EAB Investments, discusses the importance of helping to build “resiliency” into client portfolios, especially at a time when there is so much uncertainty about how long it will take for this market to recover.
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James Alpha Managed Risk Domestic Equity Fund March 2020 Commentary
The first quarter of 2020 signaled the end of the 11-year equity bull market and brought with it economic and medical uncertainties that remain unclear at this time. Under such a scenario, where the VIX spiked above 85 and equities dropped ~34% from peak to trough, the James Alpha Managed Risk Domestic equity fund provided…
Read More...“Arnim Holzer: Russell 2000 Leads Stock Weakness, Nasdaq Up Slightly” on TD Ameritrade Network.
Arnim S. Holzer, Global Macro Strategist with EAB Investment Advisors, shares his perspective with Nicole Petallides of TD Ameritrade on why he believes market volatility may be with us for quite some time and why strategies that help defend portfolios in these environments are well worth investors’ consideration.
Read More...“Advisors should consider using new tools to manage correlation extremes to improve diversification in client accounts and portfolios.”
Diversification isn’t to blame for portfolio breakdowns: Don’t just blame bonds, it’s faulty modeling. Much has been made of how the traditional 60/40 portfolio has failed. But what is interesting is the contortions the industry has made to blame the lack of diversification performance on the need for greater asset class diversity, active manager failure,…
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EAB Investment Group’s Managed Risk Domestic Equity Fund Designated Five Stars by Morningstar
Three year Morningstar rating as of February 29, 2020. Based on risk-adjusted returns. Category: Options-based of 114 funds. During global uncertainty managing asset allocation and downside risk with a defensive approach seeks to create value for investors PHILADEPHIA, PA, March 18, 2020 – EAB Investment Group, a SEC Registered Investment Advisor providing a series of…
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