Beyond Bulls & Bears

K2 Hedge Fund Strategy Outlook: First quarter 2023
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K2 Hedge Fund Strategy Outlook: First quarter 2023

The first half of 2023 is looking volatile, presenting an opportunity for tactical managers focused on equity selection, according to K2 Advisors. Read the team’s latest outlook.

Fasten your seatbelts
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Fasten your seatbelts

Benefit Street Partners explores how best to capitalize on the bumps that are creating the beginnings of another fertile special situations investment environment.

Alternative investments: The case for real estate
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Alternative investments: The case for real estate

Public and private real estate investments present a compelling opportunity in the current environment of high inflation and rising interest rates, according to Daniel Scher and Blair Schmicker from Franklin Equity Group. They explain the potential diversification benefits of these alternative assets.

Quick thoughts: Read, write, own—how Web3 can restore trust in markets and society
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Quick thoughts: Read, write, own—how Web3 can restore trust in markets and society

“Web1” represents static websites, and “Web2” represents the shift in the delivery of the internet to user-centric, dynamic web offerings and platforms. Head of Franklin Templeton Institute Stephen Dover offers some perspective at the dawn of “Web3.”

Quick thoughts: An expanding universe in a volatile world—A focus on private real estate and private credit
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Quick thoughts: An expanding universe in a volatile world—A focus on private real estate and private credit

According to a recent webinar hosted by the Franklin Templeton Institute, private markets offer opportunities in the current challenging environment. Stephen Dover, head of Franklin Templeton Institute, shares his key takeaways from the webinar.

Real estate investment opportunities amid macro uncertainties
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Real estate investment opportunities amid macro uncertainties

Macro uncertainties and tightening financial conditions are pressuring the real estate investment market. Tim Wang, Head of Investment Research for Clarion Partners, discusses the challenges and opportunities in this current environment.

K2 hedge fund strategy outlook: Fourth quarter 2022
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K2 hedge fund strategy outlook: Fourth quarter 2022

From an investment standpoint, aggressive regime shifts like the current one often create price dislocations as allocators restructure their portfolios, according to K2 Advisors. Read the team’s latest outlook.

You are not first: Making the case for alternatives—particularly commercial real estate—in defined contribution plans
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You are not first: Making the case for alternatives—particularly commercial real estate—in defined contribution plans

Despite widespread use in institutional portfolios, alternative investments are not typically found in US defined contribution plans. Drew Carrington, Head of Institutional Defined Contribution at Franklin Templeton, and Tripp Braillard, Head of Defined Contribution Distribution at Clarion Partners, explain why perhaps they should be.

Investing in infrastructure: Why now?
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Investing in infrastructure: Why now?

Infrastructure has recently seen increased attention as broad equities have been weaker in 2022 due to inflation, rising interest rates, global supply chain disruptions from COVID-19 and the war in Ukraine. Shane Hurst, Portfolio Manager with ClearBridge Investments, discusses the opportunities and potential income benefits for investors in the space today.

K2 hedge fund strategy outlook: Third quarter 2022
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K2 hedge fund strategy outlook: Third quarter 2022

Economic growth, earnings, supply chains and inflation are factors our K2 Advisors team is monitoring for clues as to whether central banks can achieve the elusive “soft landing.” Read more in its third quarter hedge fund strategy outlook. 

PODCAST: Making Sense of the Recent Market Selloffs
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PODCAST: Making Sense of the Recent Market Selloffs

Wylie Tollette, Head of Client Investment Solutions with Franklin Templeton Investment Solutions, joins the head of the Franklin Templeton Institute, Stephen Dover, for a conversation on the recent equity market selloff. They discuss why the pendulum has shifted so strongly negative, whether there is any bottom in sight, and where investors looking for diversification could go.

K2 Hedge Fund Strategy Outlook: Second Quarter 2022
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K2 Hedge Fund Strategy Outlook: Second Quarter 2022

The Russian invasion of Ukraine has added pressure to the inflationary cycle that began in late 2020. Our K2 Advisors team opines on how hedge fund managers are viewing the situation in its second quarter 2022 outlook.