View from the EDGE

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® April 2024 – Markets at a Crossroads?

As we do at the beginning of each month, we turn to Fritz Folts, 3EDGE’s Chief Investment Strategist, and Eric Biegeleisen, Deputy CIO, for the April edition of View From the EDGE®, titled Markets at a Crossroads? Fritz and Eric review the output of the 3EDGE global capital markets model and how it might guide our investment decisions. The post View From the EDGE® April 2024 – Markets at a Crossroads? appeared first on 3EDGE Asset Management.

04-06
14:24

A Time for Balance – View From the EDGE® March 2024

As we do at the beginning of each month, our weekend video features the March 2024 edition of View From the EDGE®. With Eric Biegeleisen traveling this week, Chief Investment Strategist Fritz Folts is joined by 3EDGE CEO & CIO Steve Cucchiaro to review our outlook for the global capital markets and various asset classes. The post A Time for Balance – View From the EDGE® March 2024 appeared first on 3EDGE Asset Management.

03-09
16:36

Market Melt-Up: Danger Zone? – View From the EDGE® February 2024

Subscribe View From the EDGE® is a monthly report produced by 3EDGE Chief Investment Strategist, Fritz Folts, and Deputy Chief Investment Officer, Eric Biegeleisen, CFA®. In this series, we review our high-level outlook for the coming month across the various asset classes 3EDGE invests in. View From the EDGE® is made available in the form... The post Market Melt-Up: Danger Zone? – View From the EDGE® February 2024 appeared first on 3EDGE Asset Management.

02-10
14:18

2023 in the Books! – View From the EDGE® January 2024

In View From the EDGE®: 2023 in the Books!, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review the latest on our outlook for global capital markets and the various asset classes we model. We suspect that 2024 will prove to be another interesting year in the markets, and we look forward to keeping you apace of all the developments the year may bring. The post 2023 in the Books! – View From the EDGE® January 2024 appeared first on 3EDGE Asset Management.

01-06
17:38

Rate Hikes to Rate Cuts? – View From the EDGE® December 2023

In our final View From the EDGE® for 2023, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our outlook for the global capital markets after November saw rallies across virtually all asset classes and geographies. Will this upward momentum carry into the new year? The post Rate Hikes to Rate Cuts? – View From the EDGE® December 2023 appeared first on 3EDGE Asset Management.

12-09
14:36

Investing in a Time of Radical Uncertainty – View From the EDGE® November 2023

The title of this month’s View from the EDGE® newsletter is: Investing in a Time of Radical Uncertainty, which we feel aptly describes how it feels particularly difficult for today's investors to anticipate the future of the economy and the markets. Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen will review our outlook for the global capital markets across the asset classes we model and discuss the unusually wide gap between the potential optimistic and pessimistic scenarios that could play out in the months ahead. The post Investing in a Time of Radical Uncertainty – View From the EDGE® November 2023 appeared first on 3EDGE Asset Management.

11-11
15:31

Markets on Thin Ice – View From the EDGE® October 2023

In our latest monthly View From the EDGE, Fritz Folts, 3EDGE's Chief Investment Strategist, and Eric Biegeleisen, Deputy CIO, review the output of the 3EDGE global capital model and how it might guide our investment decisions as we enter the final quarter of 2023. The post Markets on Thin Ice – View From the EDGE® October 2023 appeared first on 3EDGE Asset Management.

10-07
18:38

To Hike or Not to Hike? – View From the EDGE® September 2023

As we do at the beginning of each month, we turn to Fritz Folts, 3EDGE's Chief Investment Strategist, and Eric Biegeleisen, Deputy CIO, for the September edition of View From the EDGE®, titled (as you may have guessed) To Hike or Not to Hike? Fritz and Eric review the output of the 3EDGE global capital model and how it might guide our investment decisions as we get close to the end of summer. The post To Hike or Not to Hike? – View From the EDGE® September 2023 appeared first on 3EDGE Asset Management.

09-09
17:21

Central Banks on Parade – View From the EDGE® August 2023

The past few weeks have seen the world’s major central banks take center stage as rates rise around the globe. With this backdrop, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our latest outlook for the global capital markets and various asset classes in the August 2023 edition of View From the EDGE®.  The post Central Banks on Parade – View From the EDGE® August 2023 appeared first on 3EDGE Asset Management.

08-05
20:31

Fiscal Stimulus Offsets Monetary Tightening (for now) – View From the EDGE® July 2023

Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our latest outlook in the July View From the EDGE® The post Fiscal Stimulus Offsets Monetary Tightening (for now) – View From the EDGE® July 2023 appeared first on 3EDGE Asset Management.

07-08
12:47

Debt Ceiling Resolved-What’s Next? – View From the EDGE® June 2023

3EDGE Asset Management Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the June View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that might guide our investment decisions as we enter the summer of 2023. The post Debt Ceiling Resolved-What’s Next? – View From the EDGE® June 2023 appeared first on 3EDGE Asset Management.

06-03
15:12

Sell in May? – View From the EDGE® May 2023

As we do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post Sell in May? – View From the EDGE® May 2023 appeared first on 3EDGE Asset Management.

05-06
15:26

Is a Fed Pivot on the Horizon? – View From the EDGE® April 2023

In this April 2023 edition of View From the EDGE®, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our outlook for the global capital markets and various asset classes. The post Is a Fed Pivot on the Horizon? – View From the EDGE® April 2023 appeared first on 3EDGE Asset Management.

04-08
15:20

More Rate Hikes Ahead! The Fed Continues to Reset – View From the EDGE® March 2023

As they do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post More Rate Hikes Ahead! The Fed Continues to Reset – View From the EDGE® March 2023 appeared first on 3EDGE Asset Management.

03-11
13:26

Can the Fed Stick the Landing? – View From the EDGE® February 2023

As they do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post Can the Fed Stick the Landing? – View From the EDGE® February 2023 appeared first on 3EDGE Asset Management.

02-04
14:42

With 2022 Now in the Rearview, Do Inflation and the Fed Still Call the Tune? – View From the EDGE® January 2023

As we do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post With 2022 Now in the Rearview, Do Inflation and the Fed Still Call the Tune? – View From the EDGE® January 2023 appeared first on 3EDGE Asset Management.

01-14
14:55

Markets Anticipate Potential Shift in Fed Policy – View From the EDGE® December 2022

As we do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post Markets Anticipate Potential Shift in Fed Policy – View From the EDGE® December 2022 appeared first on 3EDGE Asset Management.

12-03
16:08

The Fed Declares War on Inflation – View From the EDGE® September 2022

As we do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post The Fed Declares War on Inflation – View From the EDGE® September 2022 appeared first on 3EDGE Asset Management.

09-09
14:35

Threat of Stagflation Persists – View From the EDGE® August 2022

Despite the recent rebound in U.S. equities, our model research suggests that the U.S. still faces the threat of stagflation. As we do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE® – Threat of Stagflation Persists (viewing time a short 9 minutes). They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post Threat of Stagflation Persists – View From the EDGE® August 2022 appeared first on 3EDGE Asset Management.

08-06
10:04

Caution: Challenging Market Environment Ahead – View From the EDGE® July 2022

Fritz and Eric review the output of the 3EDGE model and how it might guide our investment decisions The post Caution: Challenging Market Environment Ahead – View From the EDGE® July 2022 appeared first on 3EDGE Asset Management.

07-09
13:56

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