Beyond Bulls & Bears

Tag: alternative investing

Alts Angle: Rethinking retirement with alternative investments
Alternatives

Alts Angle: Rethinking retirement with alternative investments

After a challenging 2022, many advisors and investors began to question their traditional retirement approach to investing. Tony Davidow, Senior Alternative Investment Strategist with Franklin Templeton Institute, illustrates the potential impact of adding alternative investments to pursue growth and income—as well as seek to dampen volatility—during the accumulation and distribution phases of retirement.

Tony Davidow, CIMA® |
K2 Hedge Fund Strategy Outlook: First quarter 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.

Fasten your seatbelts
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 |
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.

Shane Hurst |
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. 

Brooks Ritchey |
K2 Hedge-Fund Strategy Outlook: First Quarter 2022
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K2 Hedge-Fund Strategy Outlook: First Quarter 2022

With both the pandemic and inflation proving longer lasting than many had anticipated, what does that mean for central bank policy in the months ahead? The K2 Advisors team ponders the implications for hedge-fund strategies in its first-quarter 2022 outlook.

Robert Christian |
K2 Hedge Fund Strategy Outlook: Fourth Quarter 2021
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K2 Hedge Fund Strategy Outlook: Fourth Quarter 2021

Is inflation truly transitory? Will central banks start to tighten the policy reins? Will earnings continue to boost equity valuations? Heading into year end, the K2 Advisors team ponders these and other questions in its fourth quarter (Q4) hedge-fund strategy outlook.

Brooks Ritchey |
K2 Advisors Third Quarter Hedge-Fund Strategy Outlook
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K2 Advisors Third Quarter Hedge-Fund Strategy Outlook

Heading into the second half of the year, pandemic concerns are not completely in the rear-view mirror. The speed of recovery may vary among regions due to disparate global vaccine distribution leading to potentially divergent central banks policies, according to K2 Advisors. Brooks Ritchey and Robert Christian provide the team’s third quarter hedge-fund strategy outlook.

Robert Christian |
In the Know: Is Crypto a Speculative Play, or Here to Stay?
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In the Know: Is Crypto a Speculative Play, or Here to Stay?

In the past few years, cryptocurrencies have certainly attracted speculators given their dramatic price moves, but is there a long-term case for crypto from a practical standpoint, and for more traditional investors? We posed these and other questions to Franklin Equity Group Research Analyst Anthony Hardy, who shares his thoughts.

Anthony Hardy |
US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate
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US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate

The COVID-19 pandemic has impacted real estate in many ways, but the question for investors in the space is whether the changes it has instigated will be longer-lasting ones. Our Head of Equities Stephen Dover and David Gilbert, CEO and Chief Investment Officer of Clarion Partners, discuss real estate trends today and which areas look more promising than others.

David Gilbert |
K2 Advisors Fourth Quarter Hedge-Fund Strategy Outlook
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K2 Advisors Fourth Quarter Hedge-Fund Strategy Outlook

Given elements of uncertainty tied to COVID-19, geopolitics and policy decisions to come in the United States and across the globe, our K2 Advisors team believes the current environment may favor nimble, shorter-term strategies. Brooks Ritchey and Robert Christian provide the team’s fourth quarter hedge-fund strategy outlook.

Brooks Ritchey |
K2 Advisors Third Quarter Hedge-Fund Strategy Outlook
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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.

Robert Christian |