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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07 May 2020May 2020: View from the EDGE

With the Fed’s unprecedented monetary intervention in response to the pandemic, equity markets in April enjoyed one of their best months in decades. Our model research indicates a mixed outlook for both U.S. and Emerging Market equities while German equities are no longer attractive after their recent sharp rise. In fixed income, the model continues to favor a blend of intermediate-term and shorter-term U.S. Treasuries. Gold has an even more favorable outlook while Commodities remain mixed in the short-term as forecasts for global growth remain uncertain.

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07 Apr 2020April 2020: View from the EDGE Podcast

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.

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07 Apr 2020April 2020 View From the EDGE

Triggered by the global pandemic, global equity markets declined precipitously in March. Our model research indicated pockets of relative value, particularly in German and Emerging Market equities. Even after the steep decline, U.S. equities remain relatively overvalued according to our research. Japanese equities remain undervalued but without a catalyst for reinvestment.

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21 Mar 2020The Next Bear Market – A White Paper by Steve Cucchiaro

On February 11th 2020, Steve Cucchiaro – President & Chief Investment Officer, wrote this white paper to review warning signs that could trigger the next bear market, employing 3EDGE’s global capital markets model and research methods. While no one could have predicted the devastating impact of COVID-19, it is not uncommon for rare events or Black Swans to act as the trigger in correcting overvalued markets.

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20 Mar 2020Market Volatility: Is this time Different?

Money Life Podcast with Chuck Jaffe: Fritz Folts, 3EDGE Asset Management’s Chief Investment Strategist, talks about catalysts for bear markets and why this time may be different. In a conversation with Chuck Jaffe, he discusses other bear markets in 1987 and 2008 and why he believes we may not be at the spot where things have become attractive to get back into the market.

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06 Mar 2020March 2020: View from the EDGE

In the last weeks of February, global equity markets experienced a severe selloff as cases of the coronavirus spread well beyond China. Our model research indicates a negative outlook for European, Japanese and Emerging Market equities; while U.S. equities has shifted to a mixed outlook. Gold maintains a positive outlook and continues to prove itself as a safe haven against global uncertainty. Continue reading here.

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06 Mar 2020March 2020: View from the EDGE Podcast

Our model research indicates a negative outlook for European, Japanese and Emerging Market equities.  U.S. equities remain overvalued despite the S&P 500 index decline of over 10% from its mid-February high. The model’s preference in fixed income continues to favor intermediate-term U.S. Treasuries.  Gold and U.S. Treasuries provide the potential for upside opportunity and downside protection should the equity markets continue to sell-off. 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.

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