Download PDF Review of Q4 2021 Market and Fund Performance Global real estate stocks posted strong gains in the fourth quarter of 2021 with healthy economic signals offsetting concerns regarding the spread of the Omicron variant, rising inflation and the transition to tighter monetary policy. The FTSE EPRA Nareit Developed Index (the “Index”) had a…
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Macro: The performance of most risk assets moderated during the third quarter. Entering the fourth quarter, stretched valuations, stagflation concerns, the Fed’s impending tapering of Treasury and Agency MBS purchases and potential Evergrande spillover effects have dampened what has otherwise been a continuous equity rally since last year’s presidential election. Corporate credit posted a positive…
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BOSTON, November 8, 2021 – Easterly Funds, a mutual fund platform offering investors access to best-in-class boutique managers, announced today that it has expanded its family of funds by offering investors a best-in-class Small Cap Value Fund and an award-winning Long/Short Opportunity Fund, both sub-advised by the Snow team at Easterly Investment Partners (EIP). Easterly…
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Download PDF The 3rd quarter of 2021 was a literal tale of two cities. The September 2nd’ quarterly peak drove S&P returns up about 5.8% rising on significant reopening optimism. However, concerns about a Chinese growth roll over and credit issues combined with the potential for a more hawkish FED nearly erased all the S&P’s gains.…
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Download PDF Global real estate stocks posted a modest loss in the third quarter of 2021, following strong gains in the first half of the year. Investment returns were weighed down by macroeconomic concerns, including rising inflation, a sharp uptick in European energy prices and the Evergrande debt challenge in China. The FTSE EPRA…
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BOSTON, August 23, 2021 – James Alpha Advisors, (JAA), a mutual fund platform offering investors access to boutique managers and unique strategies, today announced that it has rebranded as Easterly Funds https://www.easterlyfunds.com/ . The rebranding aligns JAA’s identity with that of Easterly https://easterlyam.com/ , with which JAA entered into a strategic partnership in 2020. The…
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Fueled by record fiscal and monetary stimuli along with a successful vaccination program, risk assets had another strong quarter with credit spreads and absolute yields in some asset classes reaching historical record lows…
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The US equity markets were up meaningfully during the second quarter of 2021 accompanied by a subsequent drop in volatility as reopening expectations gathered steam. Expectations of reopening fervor began…
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Global real estate stocks posted another strong return in the second quarter of 2021, extending the robust but choppy recovery that began in the second quarter of 2020, as rising Covid-19 vaccination rates fueled…
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