Beyond Bulls & Bears

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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 ...

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Alternatives

An Alternative View on Volatility

Many investors fear the type of market volatility we have seen in recent months, but it’s not necessarily a bad thing—particularly for ...

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Multi-Asset

US Monetary Policy: It’s Déjà Vu All Over Again

Brooks Ritchey, senior managing director at K2 Advisors®, Franklin Templeton Solutions®, pays homage to the late Yogi Berra in this piece about ...

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Alternatives

Solidifying a Case for Liquid Alternatives

David Saunders, founding managing director of K2 Advisors, presents a brief introduction to liquid alternatives and four common hedge strategies ...

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Alternatives

Shrugging Along

Since the 2007-2009 global financial crisis, it seems like many markets have gone nowhere but up—most notably in the United States. Brooks ...

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Alternatives

Exporting the “Bacon Genie” and Other Reasons to Be Bullish

From “Bacon Genies” to “Snuggies,” there’s little doubting Americans have a thirst for consumer goods, even those that don’t always appear to ...

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Alternatives

Greece: Stuck in the Middle

Greece seems to be stuck between political forces on the left (the Syriza party) and fiscal forces on the right (debt burdens, European Monetary ...

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Alternatives

Complexity, Critical States and Tributaries of Uncertainty

For long periods of time, the markets can advance relatively smoothly until a sudden onset of chaos occurs, a “tipping point” that quickly changes ...