Beyond Bulls & Bears

Category: Alternatives

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.

Tony Davidow, CIMA® |
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.

Tony Davidow, CIMA® |
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.

Tony Davidow, CIMA® |
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.

Tony Davidow, CIMA® |
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.

Shane Hurst |
Alternative Allocations: Podcast episode 1—The state of the alternative investments industry
Alternatives

Alternative Allocations: Podcast episode 1—The state of the alternative investments industry

In this first episode, Franklin Templeton Institute’s Tony Davidow discusses the democratization of alternative investments and related topics with CAIA’s John Bowman.

Tony Davidow, CIMA® |
Evolution & Revolution: Understanding Web3 and digital assets—Franklin Templeton’s new primer
Perspectives

Evolution & Revolution: Understanding Web3 and digital assets—Franklin Templeton’s new primer

Having a foundational understanding of Web3 and emerging digital assets is essential in appreciating their impact on the future of the financial industry and society more widely. Franklin Templeton’s new digital assets primer provides in-depth information on these new concepts and terminologies. In this article, Sandy Kaul, Head of Digital Asset & Industry Advisory Services, summarizes each section in the primer.

Sandy Kaul |
K2 Hedge Fund Strategy Outlook: Third quarter 2023
Alternatives

K2 Hedge Fund Strategy Outlook: Third quarter 2023

The current environment looks favorable for equity market neutral, global macro and insurance-linked securities, according to K2 Advisors. The team offers its mid-year outlook for these and other hedge fund strategies.

Quick Thoughts: Artificial intelligence—A primer
Alternatives

Quick Thoughts: Artificial intelligence—A primer

Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.

Stephen H. Dover, CFA |
Alternative Allocations: Opportunities in commercial real estate
Alternatives

Alternative Allocations: Opportunities in commercial real estate

While the financial media has focused on the headwinds for commercial real estate and the challenges the office and retail sectors face, this narrative ignores the differences across sectors and the potential opportunities available in today’s market environment, according to Franklin Templeton Institute’s Tony Davidow.

Tony Davidow, CIMA® |
Alternative Allocations: The growth and diversification of secondaries
Alternatives

Alternative Allocations: The growth and diversification of secondaries

Secondary funds, commonly referred to as secondaries or continuation transactions, purchase existing interests from limited partners (LPs) or assets from primary private equity fund investors. Although once considered a niche strategy, secondaries have matured and now represent a vital cog in the private equity ecosystem, according to Franklin Templeton Institute’s Tony Davidow. Read more:

Tony Davidow, CIMA® |