Beyond Bulls & Bears

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Alternatives

Why Liquid Alternatives Now

“The availability of liquid alternative vehicles has expanded rapidly over the past decade, paired with a strategic interest to provide retail investors with access to diversified sources of potential alpha to complement their traditional portfolios.” David Saunders, K2 Advisors

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Alternatives

The Case for Listed Infrastructure: Strengthening the Foundation for the Global Economy

“Infrastructure impacts every aspect of a community, and to the extent these physical assets perform optimally, they enable essential components of a healthy economy, such as fiscal stimulus and job creation, while also contributing to a higher quality of life.” Franklin Real Asset Advisors

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Alternatives

Second Quarter Hedge-Fund Strategy Outlook

"Regardless of what the future holds in terms of political results, from a market standpoint, we anticipate more volatility going forward—and this could be a good thing for hedge strategies.” - K2 Advisors®

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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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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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Alternatives

Driving a Case for Convertibles in 2017

In our view, 2017 could be a year where the unique properties of convertibles become an important feature for investors' asset allocation.

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Alternatives

Helicopter Money: Pulling a Brick with a Rubber Band

You may have heard the term “helicopter money” bantered about in the press of late. Robert Christian, senior managing director and head of ...

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Multi-Asset

Fourth-Quarter Hedge Fund Strategy Outlook: K2 Advisors

K2 Advisors seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: ...

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Alternatives

Third-Quarter Hedge Fund Strategy Outlook: K2 Advisors

K2 Advisors, Franklin Templeton Solutions, seeks to add value through active portfolio management, tactical allocation and diversification across ...

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Alternatives

What an (Economic) Drag It Is Getting Old

Brooks Ritchey, senior managing director, K2 Advisors, looks beyond the day-to-day data and policy debates to a bigger-picture trend that could ...

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Alternatives

The Intangible Art of Operational Due Diligence

What do Greek statues have to do with the world of finance and investing? Brooks Ritchey, senior managing director, K2 Advisors®, Franklin ...

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Alternatives

ZIRPs and NIRPs and Unintended Consequences

Monetary policy around the world has taken an unprecedented turn—with negative interest rates now the norm in several parts of the world. Brooks ...