08 Jul 2020July 2020 View From the EDGE® Podcast

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.

Read More

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.

Read More

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.

Read More

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…

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More