Managed Risk

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…

Download PDF   The U.S. equity markets were strong during the first quarter of 2021 but far from calm as concerns about the Biden administration’s ability to get fiscal stimulus passed and the FED’s ability to execute its run hotter inflation policy gave the markets pause. During the quarter, JDIEX provided a 3.72% return vs…

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 activity to normal, created a market bust and boom cycle investors have rarely experienced…

Read the August 2020 commentary on the James Alpha Advisors Managed Risk Domestic Equity Fund from the portfolio managers at EAB Investment group.

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…

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…

Arnim discusses why EAB Investment Group still encourages investors to have a defensive mindset while the equity markets just posted their strongest quarterly gains since 1998.

The markets continued to rise in May as investor demand continues to price in both a post Covid-19 environment as well as the beginning of an economic recovery. For the month, the fund provided a .97% return versus 4.76% in the S&P 500. Volatility continued to decline in May with the VIX index moving from…

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