10 episodes

View from the EDGE provides 3EDGE Asset Management's outlook on asset classes and the economy including equities, fixed income, real assets and commodities. The podcast provides commentary by the Chief Investment Strategist and Managing Director, Research at 3EDGE.

View from the EDGE 3EDGE Asset Management

    • Business
    • 5.0 • 10 Ratings

View from the EDGE provides 3EDGE Asset Management's outlook on asset classes and the economy including equities, fixed income, real assets and commodities. The podcast provides commentary by the Chief Investment Strategist and Managing Director, Research at 3EDGE.

    September View from the EDGE®

    September View from the EDGE®

    View the PDF Version here.  Equities: The outlook for U.S. equities remains mixed. Valuations continue to be stretched to historically high levels, sparking comparisons to bubbles that have occurred throughout market history. While the Fed insists that recent inflationary pressures will prove temporary, inflation could last longer and become more problematic during the remainder of...

    • 13 min
    August View from the EDGE®

    August View from the EDGE®

    View the PDF Version here.  Equities: U.S. Equities: By our measures the U.S. equity markets remain significantly overvalued as they continue to hover around all-time highs which is indicative of lower expected returns on average over the longer-term.  While Fed Chair Powell indicated at the June FOMC meeting that the time had come to begin...

    • 12 min
    July View From the EDGE®

    July View From the EDGE®

    Subscribe Download the PDF version here. Equities: U.S. Equities: While Fed Chair Powell was able to assuage fears of inflation taking root in the shorter term, concerns regarding more persistent inflation in the U.S. remain.  Should this manifest in a more meaningful way it may signal a tighter Fed monetary policy including the potential for...

    • 9 min
    June View From the EDGE®

    June View From the EDGE®

    Subscribe Download the June View From the EDGE® here. Equities: U.S. Equities: The U.S. equity market outlook is a bit more neutral currently given the tug of war between the positive impact of the global economic rebound and concerns about whether robust economic growth will prove to be inflationary, thereby prompting the Federal Reserve to...

    • 12 min
    May View From the EDGE®

    May View From the EDGE®

    Subscribe Download the pdf here.   Equities: U.S. Equities: Major U.S. equity market indices continue to reach all-time highs as well as record levels of overvaluation by our measure. However, even at elevated valuations, monetary and fiscal stimulus remains supportive. In addition, high-yield credit spreads continue to tighten even further. Our research model is indicating...

    • 11 min
    April 2021 View From the EDGE

    April 2021 View From the EDGE

    View the pdf version here.  Equities: U.S. Equities: Major U.S. equity market indices continue to reach all-time highs as well as record levels of overvaluation by our measure. However, even at elevated valuations, monetary and fiscal stimulus remains supportive. In addition, high-yield credit spreads remain narrow. A steepening global yield curve is also a positive...

    • 13 min

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