Alternatives Archives | Page 3 of 5 | Beyond Bulls and Bears

Beyond Bulls & Bears

Equity

Age of AI

Artificial Intelligence (AI) is a key pillar of the digital transformation theme, which is driving significant disruption and spurring new growth. Grant Bowers, portfolio manager with Franklin Equity Group, offers a unique perspective of the challenges and benefits of this evolving and disruptive technology.

Grant Bowers | May 17, 2023

Alternatives

Alts Angle: Will 2023 be a good vintage year for private markets?

What does winemaking have to do with private markets? Like good wines, the best vintages in private markets often come from challenging environments, according to Franklin Templeton Institute’s Tony Davidow. Read more:

Tony Davidow, CIMA® | May 3, 2023

Alternatives

K2 Hedge Fund Strategy Outlook: Second quarter 2023

Given current market uncertainties, K2 Advisors remains defensive in terms of market outlook and beta positioning. Read the team’s latest hedge fund strategy outlook.

April 21, 2023

Perspectives

Quick Thoughts: From a deep dive into the banking sector

Beyond the near-term turmoil, there may need to be a re-evaluation of the regional banking model in the United States, according to a recent panel hosted by Stephen Dover, Head of Franklin Templeton Institute. The panel discussed the latest developments and investment implications—including a move to money market funds.

Stephen H. Dover, CFA | March 27, 2023

Alternatives

Quick Thoughts: Alternative investments outlook post-SVB

Silicon Valley Bank was a “vital cog” in the private market ecosystem, which leads to many questions—and opportunities—across the alternative investments landscape. Franklin Templeton Institute’s Stephen Dover offers his thoughts.

Stephen H. Dover, CFA | March 22, 2023

Alternatives

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.

January 26, 2023

Alternatives

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.

Ray Costa | January 13, 2023

Alternatives

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.

Daniel Scher | January 4, 2023

Alternatives

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.”

Stephen H. Dover, CFA | December 6, 2022

Alternatives

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.

Stephen H. Dover, CFA | November 15, 2022

Alternatives

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.

Tim Wang, Ph.D. | October 21, 2022

Alternatives

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.

Brooks Ritchey | October 18, 2022

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