Beyond Bulls & Bears

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Alternatives

Portfolio Diversification in the Quantum Age

Brooks Ritchey, Senior Managing Director at K2 Advisors, Franklin Templeton Solutions, examines the merits of portfolio diversification when ...

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Equity

A Balanced Look at Equity, Fixed Income Fundamentals—and Oil Price Fears

As we approach the final days of the year, major US equity benchmarks appear to be heading toward positive performance for 2014, largely ...

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Alternatives

QE, Parallel Universes and the Problem with Economic Growth

What do quantum mechanics and the theory of relativity have to do with global central bank policy? Years of aggressive central bank policies ...

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Equity

Strategies for Income-Seeking Investors

Many income-seeking investors have traditionally centered their portfolios around government bonds, often failing to consider other asset classes. ...

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Alternatives

Actively Managing for a Less-Correlated World

The 2007-2008 financial crisis and the monetary policy responses that helped to push interest rates in the developed world to historical lows also ...

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Equity

Casting a Wide Asset Net in a Volatile Sea

We think many US companies are real leaders in their industries globally and that there are still plenty of reasons to invest in them.