06 Jul 2020July: View from the EDGE®

Aggressive monetary and fiscal stimulus along with explicit statements by central bankers about their intended support has continued to be supportive of global equities. Our research exhibits more confidence in Emerging Market equities due to fair valuation, positive investor momentum, and the Federal Reserve’s accommodative monetary policies which help to somewhat relieve their U.S. Dollar based debt burdens.

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06 Jul 2020In Investing, Defense Still Wins Championships

After the stock market’s steep declines in February and March and the ensuing relief rally, it appears that market volatility may be one of the few things that investors can count on in a world of global pandemic, social unrest and extreme unemployment. In such an environment, it may well be that an investors capacity to play defense could be beneficial.

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03 Jun 2020June 2020: View from the EDGE

In response to the COVID-19 global pandemic, unprecedented monetary and fiscal support from central banks and governments around the world continues to be supportive of the global capital markets. Correspondingly, our model research finds a positive outlook for both U.S. and Japaneseequities. Emerging Market and European equities have a mixed-to-positive outlook shorter-term…

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03 Jun 2020June 2020 View from the EDGE Podcast

3EDGE Asset Management’s View From the EDGE™ podcast is hosted by DeFred G. Folts III, (Fritz) Managing Partner, Chief Investment Strategist and Eric Biegeleisen, CFA Managing Director, Research and Portfolio Manager.

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08 May 2020May 2020: View from the EDGE Podcast

Investors seemed to look past bleak employment news this week and pinned hopes on the re-opening of the American economy and signs of U.S. and China commencing trade talks. Bond traders began pricing the possibility of the Fed cutting its policy rate below zero, pushing the two-year U.S. Treasury yield to a record low of 13 basis points. We review these developments and take a look at what our model research is telling us about the outlook for our 8 major asset groups in this month’s View From the EDGE.

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