Beyond Bulls & Bears

K2 Advisors Third Quarter Hedge-Fund Strategy Outlook
Alternatives

K2 Advisors Third Quarter Hedge-Fund Strategy Outlook

Pricing dislocations and adjustments between companies, industries, regions and asset classes due to the impact of COVID-19 offer opportunities for select hedged strategies, according to K2 Advisors. Brooks Ritchey and Robert Christian provide the team’s third quarter hedge-fund strategy outlook.

Disease and Debt Now: Dispersion Later?
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Disease and Debt Now: Dispersion Later?

Deficits are rising across the developed world as governments aggressively loosen their purse strings in response to the COVID-19 pandemic. But what are the ramifications of all this debt? Our K2 Advisors team weighs in on the longer-term unintended consequences for governments that maintain massively leveraged balance sheets for an extended period.

K2 Advisors: Second Quarter Hedge Fund Strategy Outlook
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K2 Advisors: Second Quarter Hedge Fund Strategy Outlook

The coronavirus pandemic has created a number of pricing dislocations within markets across the globe. In its second-quarter outlook, the K2 Advisors team takes a look at how hedge fund managers are navigating the current market environment and which strategies are finding opportunities from these dislocations.

K2 Advisors: First Quarter Hedge-Fund Strategy Outlook
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K2 Advisors: First Quarter Hedge-Fund Strategy Outlook

Pricing dislocations in Europe, performance dispersion across the credit spectrum and shifts in the political landscape should likely provide abundant opportunities for select hedge strategies in the year ahead, according to K2 Advisors. The team shares some macro themes and questions its focused on, and shares its outlook for various hedge strategies.

Beyond Alignment: Contributing to the Sustainable Development Goals
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Beyond Alignment: Contributing to the Sustainable Development Goals

Our Raymond Jacobs and John Levy from Franklin Real Asset Advisors explain why impact investment products labeled as “aligned with the SDGs” should move beyond just alignment and make a real contribution to positive social and environmental outcomes.

Staying Nimble Amid an Uncertain Outlook
Perspectives

Staying Nimble Amid an Uncertain Outlook

Bouts of volatility hit markets across the globe in the third quarter of 2019 amid continued uncertainties about global growth and trade. Central banks took notice, with the US Federal Reserve easing interest rates for the first time in more than a decade and the European Central Bank also cutting rates and reintroducing quantitative easing. Against this backdrop, our senior investment leaders discuss why they do not see a recession in the near term, but are taking a cautious and nimble approach.

Real Assets Could Be the Alternative
Multi-Asset

Real Assets Could Be the Alternative

Given the backdrop of a slowing global economy and shaky investor sentiment tied to trade tensions, Franklin Templeton Multi-Asset Solutions' Ed Perks and Gene Podkaminer are calling for an active investment approach. In the latest edition of “Allocation Views,” they outline six major themes driving their current views: slower global growth, subdued inflation, monetary policy effectiveness, the importance of nimble management, real assets, and alternative assets that aren’t really alternative enough.

Meet the Manager: John Levy
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Meet the Manager: John Levy

Because an intern didn’t show up for work, John Levy, Director of Impact, Franklin Real Asset Advisors, got his foot in the door at Franklin Templeton. Now, 14 years later, he’s leading the firm’s efforts in impact investing, helping the company prove itself as a leader in the space. Get to know John.

Impact Investing in Practice: Social Infrastructure
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Impact Investing in Practice: Social Infrastructure

To understand how impact management can be applied in practice, our Franklin Real Asset Advisors team, in collaboration with consulting firm Tideline, took an example from the real estate sector and considered the specific demands of social infrastructure. The third post of this three-part series explores why social infrastructure can be seen as a natural fit for most impact investors.

The Five Building Blocks of Effective Impact Management
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The Five Building Blocks of Effective Impact Management

No single, unified best practice has yet emerged for impact investing, and a proliferation of methodologies and metrics has introduced an element of confusion. Simply navigating through all the resources available to impact investors can be a challenge. In the second post in this three-part series, our Franklin Real Asset Advisors team, in collaboration with consulting firm Tideline, help guide us through what they call the “five building blocks” of effective impact management.

An Introduction to Impact Investing
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An Introduction to Impact Investing

Interest in impact investing is growing within the asset management industry, but there is still some confusion about it. We view impact investing’s defining feature as the explicit intention to generate positive, measurable social and environmental outcomes alongside a financial return. In the first of a three-part series, our Franklin Real Asset Advisors team, in collaboration with consulting firm Tideline, provide an overview of what impact investing is—and isn’t.

Where Bricks Are Beating Clicks: Implications for Last-Mile Real Estate
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Where Bricks Are Beating Clicks: Implications for Last-Mile Real Estate

Many observe the impacts of e-commerce growth as decimating commercial retail properties, leaving empty big-box warehouses and strip malls in its wake. While this may be true to a certain extent, it ignores the potential opportunity this new trend is creating in the industrial property sector. It seems that for every mall that closes, a distribution warehouse—or so-called last-mile logistics space—opens. Raymond Jacobs, Woon Pin Chong and Marc Weidner of Franklin Real Asset Advisors outline the opportunities they see, namely in new demand for logistics infrastructure.