09 Oct 2019Two Current Investment Themes and Four-Wheel Drive Portfolios

After a decade of U.S. equity markets climbing inexorably to new all-time highs, the way forward may now become more difficult for advisors and their clients as they face the potential for significant uncertainty, volatility, and increased market risk. Markets seem vulnerable to a wide variety of potential risks, including ongoing trade tensions between the U.S. and China, which could negatively impact global economic growth…

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07 Oct 2019October 2019 View from the EDGE Podcast

Despite the recent lowering of short-term interest rates by the Fed, our model research continues to indicate that U.S. equities remain significantly overvalued. As we head into the fourth quarter, we are maintaining reduced equity exposure as markets appear vulnerable to a wide variety of potential risks …

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07 Oct 2019October 2019 View from the EDGE

Despite the recent lowering of short-term interest rates by the Fed, our model research continues to indicate that U.S. equities remain significantly overvalued. Our outlook…

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07 Oct 2019Q3 2019 Quarterly Investor Letter

For the quarterly period ended 9/30/2019 (Q3-2019), the 3EDGE Total Return, ESG and
Conservative strategies experienced positive returns, as gains from holdings of U.S. equities, gold,
short and intermediate-term fixed income offset losses from holdings in Emerging Market (EM)
equities…

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09 Sep 2019September 2019 View from the EDGE

While our research already found U.S. equities to be overvalued, the ongoing trade saga between the U.S and China including the notable Chinese Yuan devaluation relative to the U.S. dollar has led our model research to lower the outlook on Developed Asia as well as Emerging Market equities. Click here for the complete View From the EDGE.

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