Beyond Bulls & Bears

Risk On, Risk Off, or Risk Uncertain?
Alternatives

Risk On, Risk Off, or Risk Uncertain?

While big market swings can be unsettling to many investors, there are a number of alternative investment strategies that aim to turn volatility into opportunity, according to K2 Advisors' Brooks Ritchey and Robert Christian. They outline some of the market challenges they see ahead, and why they believe certain hedge strategies could find fertile ground.

A Story of Risk Management, and Flying to the Moon
Alternatives

A Story of Risk Management, and Flying to the Moon

Risk management is a key part of many endeavors, from space travel to investment management. In either case, achieving one’s goals requires awareness of what could go wrong, as well as careful attention to details in often-changing conditions to ensure the smoothest possible journey. Tilak Lal, vice president, Performance Analysis & Investment Risk at Franklin Templeton Investments, describes what risk is within the investment space, and how risk management is essential to success.

Sand Piles and Markets
Alternatives

Sand Piles and Markets

"The markets are decidedly interconnected. We are linked globally in a complex and layered loom of investments, debt, trade, resources, international business, finance and currency.” Brooks Ritchey, K2 Advisors

Third-Quarter Hedge Fund Strategy Outlook: K2 Advisors
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 ...

What an (Economic) Drag It Is Getting Old
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 ...

ZIRPs and NIRPs and Unintended Consequences
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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 ...

An Alternative View on Volatility
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 ...

Complexity, Critical States and Tributaries of Uncertainty
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 ...