Beyond Bulls & Bears

K2 Advisors First-Quarter Hedge-Fund Strategy Outlook
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K2 Advisors First-Quarter Hedge-Fund Strategy Outlook

Our K2 Advisors team is optimistic about the opportunity set in the year ahead, and thinks that active management alpha will be key to success in 2021. Brooks Ritchey and Robert Christian provide the team’s first-quarter hedge-fund strategy outlook.

K2 Advisors : Why We Like Activist Hedge Strategies
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K2 Advisors : Why We Like Activist Hedge Strategies

"The market and economic environment is perhaps more favorable to activist investment strategies today than it has been in some time. With the outlook for growth muted, corporate balance sheets flush with cash, financing rates still very low, and an increasingly hospitable public attitude toward activist investors—the opportunity set appears robust.” - Rob Christian, K2 Advisors

Shrugging Along
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Shrugging Along

Since the 2007-2009 global financial crisis, it seems like many markets have gone nowhere but up—most notably in the United States. Brooks ...

Greece: Stuck in the Middle
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Greece: Stuck in the Middle

Greece seems to be stuck between political forces on the left (the Syriza party) and fiscal forces on the right (debt burdens, European Monetary ...

2015 Investment Outlook: Reasons We Still Like Global Equities
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2015 Investment Outlook: Reasons We Still Like Global Equities

We continue to favor equities in emerging Asia over emerging Latin America due to what we view as stronger corporate fundamentals and attractive valuations.

QE, Parallel Universes and the Problem with Economic Growth
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QE, Parallel Universes and the Problem with Economic Growth

What do quantum mechanics and the theory of relativity have to do with global central bank policy? Years of aggressive central bank policies ...

“You’re Going to Need a Bigger Boat”: Alpha and Interest Rates
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“You’re Going to Need a Bigger Boat”: Alpha and Interest Rates

Caution has been the dominant sentiment among investors in recent times even as equities have continued to march along. But as the prospect of ...