Beyond Bulls & Bears

Alternative Allocations: Evaluating and allocating to alternatives
Alternatives

Alternative Allocations: Evaluating and allocating to alternatives

Franklin Templeton’s Tony Davidow sits down with Jackie Klaber, Head of Alternative Investments at Rockefeller Capital Management, to discuss approaches to allocating to alternatives, and ways to better understand the role alternatives play in a portfolio.

Alternative Allocations: Alternative Investment Outlook
Alternatives

Alternative Allocations: Alternative Investment Outlook

Franklin Templeton’s Tony Davidow discusses the impact of various factors on traditional and alternative investments, highlighting the challenges and opportunities in private commercial real estate, private credit, and private equity.

K2 Hedge Fund Strategy Outlook: First Quarter 2024
Alternatives

K2 Hedge Fund Strategy Outlook: First Quarter 2024

Interest rates in most parts of the world appear to be stabilizing, as inflation trends continue to decline from the high levels seen in the summer of 2022. Learn more about the implications for hedge fund strategies from K2 Advisors.

Alternative Allocations: Opportunities in secondaries
Alternatives

Alternative Allocations: Opportunities in secondaries

In the latest episode of our Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow discusses the secondaries market in private equities with Taylor Robinson, partner of Lexington Partners.

Alternative Allocations: Asset allocation, portfolio construction and goals-based investing
Alternatives

Alternative Allocations: Asset allocation, portfolio construction and goals-based investing

In the latest episode of our Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow discusses asset allocation and portfolio construction with Aaron Filbeck, Managing Director of the Chartered Alternative Investment Analyst Association.

Alternative Allocations: Alternatives by Franklin Templeton—access granted
Alternatives

Alternative Allocations: Alternatives by Franklin Templeton—access granted

Franklin Templeton recently hosted due diligence meetings with financial advisors where Tony Davidow, Senior Alternatives Investment Strategist, led discussions focused on alternative investments. He believes that advisor adoption is just beginning and that there are three primary drivers that could help alternatives grow at a rapid pace.

Alternative Allocations: Democratizing alternative investments
Alternatives

Alternative Allocations: Democratizing alternative investments

In the latest episode of the Alternative Allocations podcast series, Franklin Templeton’s Tony Davidow has an insightful conversation with the firm’s CEO, Jenny Johnson, regarding the burgeoning opportunities in alternative investments, especially in the current financial climate. They also discuss the importance of educating advisors and investors to help them use available tools appropriately.

Alternative Allocations: Lessons learned from institutions
Alternatives

Alternative Allocations: Lessons learned from institutions

At a recent educational event organized by Franklin Templeton, Franklin Templeton Institute’s Senior Alternative Investment Strategist Tony Davidow hosted a day of panels that focused on alternative investments. This article provides insights gained from these discussions, such as lessons learned from institutional clients that can be applied to other client segments.

K2 Hedge Fund Strategy Outlook: Fourth quarter 2023
Alternatives

K2 Hedge Fund Strategy Outlook: Fourth quarter 2023

Higher macro and market volatility, along with greater dispersion, creates a favorable environment for active trading, according to K2 Advisors. Get the team’s latest hedge-fund strategy outlook.

Alternative Allocations: Opportunities in alternative credit
Alternatives

Alternative Allocations: Opportunities in alternative credit

In this second podcast episode, Franklin Templeton Institute’s Tony Davidow discusses opportunities in alternative credit strategies with Richard Byrne from Benefit Street Partners.

Alternative Allocations: Navigating through economic regimes
Alternatives

Alternative Allocations: Navigating through economic regimes

Certain asset classes thrive or lag as economies move through one cycle to the next. Franklin Templeton Institute’s Tony Davidow shares how to analyze different economic indicators and how asset classes perform through economic regime changes.

What’s next for infrastructure?
Alternatives

What’s next for infrastructure?

Despite challenging global economic and market conditions, there are compelling opportunities within global listed infrastructure, according to Shane Hurst, Portfolio Manager with ClearBridge Investments. He explores how the trends of decarbonization, reshoring and 5G evolution are impacting the space, and how the nature of listed infrastructure can offer some insulation against high inflation.