Beyond Bulls & Bears

Hedge-Fund Strategies Get a Second Wind
Alternatives

Hedge-Fund Strategies Get a Second Wind

After three disappointing years in the middle of this decade, it’s been a smoother course for hedge-fund strategies over the past 12 months. K2 Advisors’ Senior Managing Director Brooks Ritchey offers his analysis to explain why he sees some tailwinds ahead.

Third Quarter Hedge-Fund Strategy Outlook: K2 Advisors
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Third 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: long short equity, relative value, global macro and event driven. In their third-quarter (Q3) 2017 outlook, K2 Advisors’ Research and Portfolio Construction teams share the key market events they have an eye on, along with the select strategies that represent their “top convictions.”

Sand Piles and Markets
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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
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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
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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
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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
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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
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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
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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 ...