Beyond Bulls & Bears

Sand Piles and Markets
Alternatives

Sand Piles and Markets

"The markets are decidedly interconnected. We are linked globally in a complex and layered loom of investments, debt, trade, resources, international business, finance and currency.” Brooks Ritchey, K2 Advisors

Second Quarter Hedge-Fund Strategy Outlook
Alternatives

Second Quarter Hedge-Fund Strategy Outlook

"Regardless of what the future holds in terms of political results, from a market standpoint, we anticipate more volatility going forward—and this could be a good thing for hedge strategies.” - K2 Advisors®

Fourth-Quarter Hedge Fund Strategy Outlook: K2 Advisors
Multi-Asset

Fourth-Quarter Hedge Fund Strategy Outlook: K2 Advisors

K2 Advisors seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: ...

Third-Quarter Hedge Fund Strategy Outlook: K2 Advisors
Alternatives

Third-Quarter Hedge Fund Strategy Outlook: K2 Advisors

K2 Advisors, Franklin Templeton Solutions, seeks to add value through active portfolio management, tactical allocation and diversification across ...

What an (Economic) Drag It Is Getting Old
Alternatives

What an (Economic) Drag It Is Getting Old

Brooks Ritchey, senior managing director, K2 Advisors, looks beyond the day-to-day data and policy debates to a bigger-picture trend that could ...

The Intangible Art of Operational Due Diligence
Alternatives

The Intangible Art of Operational Due Diligence

What do Greek statues have to do with the world of finance and investing? Brooks Ritchey, senior managing director, K2 Advisors®, Franklin ...

ZIRPs and NIRPs and Unintended Consequences
Alternatives

ZIRPs and NIRPs and Unintended Consequences

Monetary policy around the world has taken an unprecedented turn—with negative interest rates now the norm in several parts of the world. Brooks ...

An Alternative View on Volatility
Alternatives

An Alternative View on Volatility

Many investors fear the type of market volatility we have seen in recent months, but it’s not necessarily a bad thing—particularly for ...

US Monetary Policy: It’s Déjà Vu All Over Again
Multi-Asset

US Monetary Policy: It’s Déjà Vu All Over Again

Brooks Ritchey, senior managing director at K2 Advisors®, Franklin Templeton Solutions®, pays homage to the late Yogi Berra in this piece about ...

Shrugging Along
Alternatives

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 ...

Exporting the “Bacon Genie” and Other Reasons to Be Bullish
Alternatives

Exporting the “Bacon Genie” and Other Reasons to Be Bullish

From “Bacon Genies” to “Snuggies,” there’s little doubting Americans have a thirst for consumer goods, even those that don’t always appear to ...

Greece: Stuck in the Middle
Alternatives

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 ...