At a Glance

JAForlines Global (JFG) provides "private label" portfolio management for clients of select Broker/Dealers, independent RIAs, and their Registered Representatives. JFG takes a top-down macro view with global orientation in constructing its portfolios. Our Global Tactical Allocation management style enables clients to obtain all three major asset classes - global equities, fixed income and alternatives - in one separately managed brokerage account.

JFG believes:

  • That global investing in all asset classes is critical to short and long-term success
  • That "buy and hold" is a discredited form of investment management; volatile investing times require tactical agility
  • That communicating and working with advisors and Registered Reps is a critical component of client retention
  • That JFG's track record provides an exciting alternative to traditional mutual fund investments

We invite you to learn more about our management philosophy and how we support our professional relationships.

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News

 

April 18, 2013

Morningstar's Andrew Gogerty, ETF Managed Portfolio Strategist interviews John Forlines III, Chairman and Chief Investment Officer on trends in global credit markets and the impact of behavioural finance on managed portfolios.
Watch the video
 

January 10, 2013

JAForlines Global has been invited to participate in the world’s largest ETF conference hosted by Index Universe. The event will take place on February 10-12 at the Westin Diplomat in Hollywood, Florida. John Forlines III, Chairman and Chief Investment Officer will be featured on the expert panel discussion “Global Macro ETF Managers: Where are the Best ETF Investors Finding Opportunities Today?”

April 18, 2012

John Forlines III shares his insights in Max Isaacman's new book "Winning with ETF Strategies: Top Asset Managers Share Their Methods for Beating the Market". Available now at Amazon.com.
 

Recent Commentary

April 16, 2013 | New York

Investors remember the 90s fondly. Everything rose in value—stocks, bonds, commodities, and the dollar. But in the end, all we were left with was a stock market bubble.  In hindsight, we know that these fond memories of the 90s are foolish because ultimately the rise in asset prices only served to misallocate capital. And yet, following the bursting of the tech bubble in 2000, the Fed pursued an even greater credit expansion. This ended in an even greater misallocation of capital in the housing bubble. Today, the Fed has adopted the mantra of "the third time's the charm," as Bernanke merrily embarks on the greatest central bank balance sheet expansion in history.

May 1, 2013 | New York

Asset prices continue to be driven by government policy as opposed to underlying economic conditions, and we do not think this will change soon. Given these conditions, risks cannot be quantified through traditional measures. Understanding the underlying forces behind policy decisions (i.e., political, social, economic, etc.) provides foresight into changes in policy and thus asset price movements. As the chart below shows, there are many categories of risk and there are different probabilities associated with them. This broad view of potential problems is critical to understanding risks in the current market environment, as well as recognizing opportunities when they present themselves.

April 2, 2013 | New York

What we have been focused on, and what has been driving risk markets higher over the past year (and arguably three years), is the enormous amount of liquidity being supplied by global central banks. Up to this point, aggressive central bank action has been unsuccessful in generating the type of economic growth that they are pursuing. However, they have been successful in generating excellent returns in nearly all risk markets.