Beyond Bulls & Bears

K2 Advisors : Why We Like Activist Hedge Strategies

"The market and economic environment is perhaps more favorable to activist investment strategies today than it has been in some time. With the outlook for growth muted, corporate balance sheets flush with cash, financing rates still very low, and an increasingly hospitable public attitude toward activist investors—the opportunity set appears robust.” - Rob Christian, K2 Advisors

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Fixed Income

Global Economic Perspective: February

The outlook for the global economy appears a little better, in our view, and overall growth in 2017 could well show a slight improvement from a year ago. The stability in the Chinese economy is encouraging, and surveys in many parts of the world suggest confidence has increased.

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Equity

Could the Rally in Global Equities Keep Rolling?

"If a policy-driven boost to growth doesn’t materialize, the markets, which have moved on the possibility of real change, could reverse just as fast. "

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Equity

The Sectors Most Likely to Cheer US Tax Reform

The financial markets seem to have high hopes for new business-friendly policies in the United States following Donald Trump’s inauguration as the ...

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Fixed Income

Don’t Underestimate the UK’s Brexit Negotiating Position

Earlier this month, David Zahn, head of European Fixed Income, Franklin Templeton Fixed Income Group, set out some thoughts on the political and ...

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Equity

Europe’s Main Event: Economics vs. Politics

"I believe the concerns (US President Donald) Trump has regarding trade with Mexico and China would not apply to Europe. Europe is not a low-cost area, not only where wages are concerned, but also where taxes are concerned."

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Emerging Markets

Latin America: The Rise and Fall of Populism

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team explores Latin America’s failed experiments with populism and the ...

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Alternatives

First-Quarter Hedge-Fund Strategy Outlook: K2 Advisors

Since the US election, markets have confidently placed their bets squarely on hope, and essentially little else. Is this level of hope (optimism) rational? It certainly seems like a lot to expect. But truth is indeed often stranger than fiction, and even the most gifted of storytellers would likely never imagine a more fantastic yarn than the reality of this election cycle.

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Education

A Case Study in Retirement Planning: Why It Can Pay to Delay

There are a lot of factors to consider when it comes to retirement. Since January is a month for resolutions, if you don’t have a retirement plan, perhaps formulating one should be one of yours!

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Equity

Meet the Manager: Serena Perin Vinton

(Jerry Palmieri) made me realize that in this business, experience does matter, and portfolio managers can become more seasoned and better investors over time by learning from that experience.

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Fixed Income

European Bond Market: What Lies Beyond the Politics?

While politics may dominate the investment agenda in Europe and further afield, it won’t be the only theme for investors, in our view.

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Liberty Shares

ETF Trends to Watch in 2017

As investors have become more and more comfortable with the ETF wrapper, they are becoming more open to different solutions within the general asset class beyond a basket defined by market capitalization. I expect this trend to continue.