Beyond Bulls & Bears

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Alternatives

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 ...