Beyond Bulls & Bears

Alternative Allocations: Evaluating alternatives
Alternatives

Alternative Allocations: Evaluating alternatives

In the latest edition of “Alternative Allocations,” Patrick McGowan of Sanctuary Wealth Management joins Franklin Templeton’s Tony Davidow to discuss advisor adoption, structural tradeoffs, due diligence and the increasing demand for alternatives.

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.

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.

K2 Hedge Fund Strategy Outlook: Second quarter 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.

Quick Thoughts: Alternative investments outlook post-SVB
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.

K2 hedge fund strategy outlook: Fourth quarter 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.

PODCAST: Making Sense of the Recent Market Selloffs
Perspectives

PODCAST: Making Sense of the Recent Market Selloffs

Wylie Tollette, Head of Client Investment Solutions with Franklin Templeton Investment Solutions, joins the head of the Franklin Templeton Institute, Stephen Dover, for a conversation on the recent equity market selloff. They discuss why the pendulum has shifted so strongly negative, whether there is any bottom in sight, and where investors looking for diversification could go.

K2 Hedge Fund Strategy Outlook: Second Quarter 2022
Alternatives

K2 Hedge Fund Strategy Outlook: Second Quarter 2022

The Russian invasion of Ukraine has added pressure to the inflationary cycle that began in late 2020. Our K2 Advisors team opines on how hedge fund managers are viewing the situation in its second quarter 2022 outlook.