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Income Opportunities Q1 2022 Commentary

The Fed’s aggressive shift from dependable monetary accommodation to panicked tightening that aims to quell inflation has led to a combination of rapidly rising rates, flattening yield curve and wider credit spreads, which have pummeled bondholders.

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Global Real Estate Q1 2022 Commentary

Global real estate stocks posted losses in the first quarter of 2022, with macroeconomic uncertainty exacerbated by geopolitical tension driving a sell-off in listed real estate prices. The FTSE EPRA Nareit Developed Index (the “Index”) had a total return of -3.77% for the quarter, while the Easterly Global Real Estate Fund generated a total return of -3.15%, outperforming the Index by 62 basis points.

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Long/ Short Opportunity Fund Q1 2022 Commentary

Throughout the first quarter of 2022, media headlines and investor sentiment were as volatile as the markets themselves. 2022 began with the end of the pandemic and its restrictions in clear sight, strong backlogs across multiple sectors, optimistic business sentiment, low interest rates, pent-up consumer demand, and healthy corporate and consumer balance sheets.

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Hedged Equity Q1 2022 Commentary

The 1st quarter of 2022 was a powerful reminder that risk is an ever-present reality in the markets. The concerns in our Q4 2021 note, that the normalization of interest rates would be significant and could last for years, is coming to fruition.

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Income Opportunities Q4 2021 Commentary

Market Summary: Spurred by record corporate profits, a booming economy with healthy wage gains and $2.7 trillion of excess savings amassed during the pandemic, risk assets had a strong finish to 2021 as they successfully navigated a “wall of worry”, including a Federal Reserve that is becoming less accommodative. The S&P 500 posted an 11.0%…

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Global Real Estate Q4 2021 Fund and Market Commentary

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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