Skip to content

Alternative Income

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…

Read More...

Structured Credit Value Fund Q3 2021 Fund and Market Commentary

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…

Read More...

Global Real Estate Q3 2021 Commentary

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…

Read More...

Structured Credit Value Fund Q1 2021 Commentary

Download PDF   Macro:  The Democrats’ sweep of both Senate seats in Georgia’s run-off election gave them essentially a 51-50 majority in the Senate to go along with a reduced and thin majority in the House.  This set the stage for President Biden’s signing of the $1.9 trillion COVID-19 relief bill dubbed American Rescue Plan…

Read More...

Global Real Estate Investment Fund Q1 2021 Commentary

Download PDF   Global real estate stocks staged another rally in the first quarter of 2021, extending the strong but choppy recovery that began in the second quarter of 2020, as the successful roll-out of Covid-19 vaccination programs fueled investor optimism and offset concerns over the impact of rising infection rates on the global economy.…

Read More...

Information Regarding the Joint Special Meeting of Shareholders

Dear Valued Advisors & Partners, We are pleased to announce that the James Alpha Funds have completed their reorganization into the newly formed James Alpha Funds Trust. This will become effective at the close of business on Friday, March 19, 2021.  Even though each James Alpha Fund will continue to have the same investment objectives,…

Read More...

Global Real Estate Q4 Market and Fund Performance Commentary

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…

Read More...