Media

2021

For important information, see below.

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October 1, 2021

AXS Investments CEO Greg Bassuk on the factors investors should be watching in October to evaluate the economic recovery and the direction the markets are headed towards year-end and 2022.

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October 1, 2021

Spotlight on Liquid Altenrative investments, with “most advisors saying that liquid alts should make up 10% to 20% of a portfolio.”

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October 1, 2021

AXS Thomson Reuters Private Equity Return Tracker Fund (LDPIX) and AXS Thomson Reuters Venture Capital Return Tracker Fund (LDVIX) attract over $415 million, as institutional investors increase focus on and allocations to daily-liquid Private Equity and Venture Capital strategy funds.

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September 30, 2021

AXS Investments CEO Greg Bassuk on the attributes of merger arbitrage strategies that employ active management to navigate geopolitical issues, big deal terminations, or other idiosyncratic developments.

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September 16, 2021

AXS Investments CEO Greg Bassuk on the investment considerations and investment opportunities for SPACs.

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September 15, 2021

AXS Investments CEO Greg Bassuk on the tug-of-war market sparked by mixed economic data and the unclear direction of the U.S. and global economic recovery.

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September 14, 2021

AXS Investments CEO Greg Bassuk on the global stock and bond markets amid the economic recovery, ongoing cautiousness and uncertainty about the global pandemic, Federal Reserve policy, geopolitical concerns, and other drivers of stocks and bonds in the months ahead.

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September 13, 2021

AXS Investments CEO Greg Bassuk on the major market triggers, including COVID-19, Fed policy, and geopolitics, which are creating mixed signals for investors and driving more market uncertainty.

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September 12, 2021

AXS Investments CEO Greg Bassuk on the outlook for the markets and economy.

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September 11, 2021

AXS Investments CEO Greg Bassuk citing that the U.S. capital markets have been relatively tame lately amid a lack of fresh impetus following a long-run of record-setting rallies.

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September 10, 2021

AXS Investments CEO Greg Bassuk on the outlook for the markets and economy.

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September 10, 2021

AXS Investments CEO Greg Bassuk on the search by investors for outsized information, beyond the band of expectations, to harness greater visibility into the direction of the markets and investments for the balance of 2021 and beyond.

BusinessInsider

September 1, 2021

AXS Investments CEO Greg Bassuk on the attributes of alternative investments for portfolio resilience amid market uncertainties sparked by the Delta COVID variant, the indeterminate Federal Reserve tapering plans, and rising geopolitical tensions, all weighing heavily on the markets.

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August 25, 2021

Greg Bassuk notes that investors are turning to alternative investments seeking potential for more consistent returns to stay in the market after a strong rally to record highs. Alternatives may provide hedging or correlation-reducing outcomes to mitigate the risks of equity fluctuation in the Covid and Fed tapering environment.

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August 25, 2021

AXS Investments CEO Greg Bassuk on the importance alternative investments can play in a portfolio at times when “there’s not a consistent set of data points that we can hang our hat on in terms of knowing the longer-term direction of the markets."

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August 25, 2021

AXS Investments CEO Greg Bassuk on investor confidence being driven, in part, by the economic recovery in the aftermath of the Covid environment, as “people are still worried about the Delta variant” and its impact on the markets and investments.

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August 25, 2021

AXS Investments CEO Greg Bassuk on the economy, markets and investment outlook after the S&P 500 posted its 50th record high close of this year, notwithstanding ongoing investor jitters about the continuing pandemic, Fed tapering uncertainties and increased geopolitical concerns that could weigh heavily on stocks and bonds in the coming months.

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August 24, 2021

George Kellner, portfolio manager of AXS Merger Fund (GAKIX) and founder of one of the longest running hedge funds, hasn’t been this bullish in decades.

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August 20, 2021

AXS Thomson Reuters Venture Capital Fund (LDVIX) and AXS Thomson Reuters Private Equity Fund (LDPIX) offer all investors access to the returns of the Venture Capital (VC) and Private Equity (PE) markets, removing barriers that historically limited access for individuals.

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August 20, 2021

AXS Investments CEO Greg Bassuk on the sharp rise in investor demand for liquid alternatives, as well as private equity, venture capital and managed futures, which provide less correlation to the broader markets. Inflows into such investments stand at their highest levels since 2013.

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August 12, 2021

AXS Investments CEO Greg Bassuk on the outlook for investments and global stock and bond markets given the latest economic data reports, corporate earnings, and the impact of the ongoing health pandemic.

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August 12, 2021

AXS Investments CEO Greg Bassuk on the markets, the economy and the outlook for investors amid the reopening of the U.S. and global economies.

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August 5, 2021

AXS Investments CEO Greg Bassuk on market volatility and investor outlook for greater clarity driven by economic data, corporate earnings, Fed policy, and COVID-19 containment,

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August 2, 2021

AXS Investments CEO Greg Bassuk on the outlook for August and the balance of 2021, with continued market volatility underscoring the attributes of allocating to alternative investments, including private equity and venture capital.

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July 29, 2021

AXS Investments CEO Greg Bassuk on the outlook for continued market volatility through 2021 kindled by uncertain corporate earnings, economic data, and the velocity of progress on containing coronavirus variants.

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July 28, 2021

AXS Investments CEO Greg Bassuk on the changing pace of the U.S. economic rebound sparked by the ongoing global pandemic, and the likely market volatility anticipated throughout 2021.

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July 28, 2021

AXS Investments CEO Greg Bassuk on the Fed’s decision to hold rates constant and the impact for investors. While the economy appears to be inching closer, the Fed has not yet seen sufficiently outsized data to warrant a meaningful policy change. Market drivers in the near term include this season’s remaining corporate earnings announcements, key upcoming economic data reports, and the pace of progress in curtailing the global pandemic.

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July 28, 2021

AXS Investments CEO Greg Bassuk on the outlook for markets and investors on the heels of Federal Reserve policy guidance and geopolitical developments that could impact the broader stock and bond markets.

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July 28, 2021

AXS Investments CEO Greg Bassuk on the U.S. and global markets and on the economy’s move closer to Federal Reserve milestones as prerequisites for future changes to Fed policy.

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July 28, 2021

AXS Investments CEO Greg Bassuk on the outlook for markets and sectors amid greater economic stimulus and the migration out of pandemic-stricken economies.

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June 25, 2021

AXS Investments CEO Greg Bassuk on the timing and extent of the COVID recovery impacting investor outlook for stocks, bonds and alternative investments in 2021.

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June 18, 2021

AXS Investments CEO Greg Bassuk noting that investors should expect more immediate-term volatility until greater certainty and consistency manifests among economic data, Fed policy, corporate earnings and current geopolitical jitters, including U.S. relations with China and Russia.

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June 17, 2021

AXS Investments CEO Greg Bassuk averring the factors driving the market’s volatility and the need for greater consistency in signals from economic data, Fed policy and corporate earnings to enable enhanced visibility on 2021 market expectations.

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June 17, 2021

AXS Investments CEO Greg Bassuk on market volatility and 2021 outlook driven by economic data, Fed policy, earnings, and geopolitical developments.

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June 15, 2021

AXS Investments CEO Greg Bassuk on factors driving investor outcomes and how to reposition investment portfolios as the global economy recovers from the pandemic’s impact on equity, bond, commodity and currency markets.

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June 15, 2021

AXS Investments CEO Greg Bassuk on the key investor considerations for navigating the markets amid increased inflationary pressure, mixed global economic data and ongoing uncertainty regarding the timing and extent of the post-pandemic recovery.

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June 11, 2021

AXS Investments CEO Greg Bassuk noting the investment opportunity driven by greater than expected corporate earnings and an economic outlook more bullish than expected in Europe.

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June 8, 2021

AXS Investments CEO Greg Bassuk on the reopening of the global economy, a strong European outlook and how investors can gain investment exposure to these markets.

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June 4, 2021

AXS Investments CEO Greg Bassuk on the sectors and funds best positioned for investment success in 2021, including AXS Thomson Reuters Venture Capital Return Tracker (LDVIX), the only fund available to retail investors that replicates the performance of the venture capital industry.

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May 27, 2021

AXS Investments CEO Greg Bassuk on investor sentiment and the financial markets’ positive reaction to the speed with which the U.S. economy is reopening in 2021.

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May 27, 2021

AXS Investments CEO Greg Bassuk on strong economic data underpinning the outlook for the markets in 2021.

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May 21, 2021

AXS Investments CEO Greg Bassuk on looming inflation, strong economic reports and the pending global economic recovery.

Bloomberg Television

May 17, 2021

Christopher Pultz, portfolio manager of AXS Merger Fund, talks about M&A growth in 2021 and reacts to the AT&T deal with Discovery.

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May 14, 2021

Merger arbitrage expert Christopher Pultz, principal and portfolio manager at Kellner Capital, says investors should expect another round of bidding in the fight between CN Rail and CP Rail over Kansas City Southern.

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May 3, 2021

AXS Investments CEO Greg Bassuk on market insights and investment themes for 2021.

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April 29, 2021

AXS Investments CEO Greg Bassuk on insights from Q1 2021 corporate earnings season and the potential volatility ahead.

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April 27, 2021

AXS Investments CEO Greg Bassuk on investors’ focus on corporate earnings guidance.

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April 22, 2021

AXS Investments CEO Greg Bassuk on changes to federal laws that could impact the cannabis investment markets and outlook.

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April 20, 2021

AXS Investments CEO Greg Bassuk on Q1 earnings season and the anticipated market volatility ahead.

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April 1, 2021

AXS Investments CEO Greg Bassuk on the S&P 500 amid this highly volatile time.

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March 31, 2021

ETF industry trailblazer Ben Fulton joins AXS Investments in move that joins fund industry and ETF pioneers at leading alternative investment management firm.

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March 19, 2021

AXS Investments quoted regarding market and investment outlook.

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March 16, 2021

AXS Investments CEO Greg Bassuk shares market insights amid positive news on the vaccine rollout and the U.S. economic stimulus.

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March 15, 2021

AXS Investments CEO Greg Bassuk on insights and commentary amid Q1 2021 market volatility.

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March 15, 2021

AXS Investments comments on market and investment outlook.

2020

CFI

December 28, 2020

CFI Names AXS Investments “Best Alternative Asset Manager USA” in its 2020 industry-wide awards program.

Morningstar gave 5- and 4-Star ratings to 5 out of 11 AXS Investments Funds as of 12/31/2020. Please visit each Fund webpage for information about current Morningstar ratings.

Benzinga

December 17, 2020

Institute to drive education, research and thought leadership on sustainable investing and support global sustainability through scholarship and innovation.

TDA

November 17, 2020

AXS Investments CEO Greg Bassuk with TD Ameritrade Network’s “Market on Close” anchor Oliver Renick, discussing the importance of Alternative Investments in portfolios

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