The crisis surrounding the global pandemic caused a market maelstrom the speed of which has been steeper than any other sell off in U.S. history. U.S. equity markets declined nearly 34% from the peak in mid-February to the trough in late March. Our model research had suggested a defensive posture leading into February and continuing throughout March. As we ended March, the model research identified some opportunities with attractive valuations alongside a catalyst for reinvestment.

DISCLOSURES: The opinions expressed in this Podcast are those of Fritz Folts and Eric Biegeleisen of 3EDGE Asset Management (“3EDGE”). They are provided for informational purposes only and are subject to change without notice. Their opinions are not intended to provide personal investment advice and do not take into account the unique investment objectives and financial situation of the reader. Investors should only seek investment advice from their individual financial adviser. Mr. Folts and Mr. Biegeleisen’s observations include information from sources 3EDGE believes to be reliable, but the accuracy of such information cannot be guaranteed. Investments including ETFs, common stocks, fixed income and commodities involve the risk of loss that investors should be prepared to bear. Past performance may not be indicative of future results.