Beyond Bulls & Bears

K2 Advisors Second Quarter Hedge-Fund Strategy Outlook
Alternatives

K2 Advisors Second Quarter Hedge-Fund Strategy Outlook

With a broad-based economic reopening coming closer into focus, investors are planning for the next stage in the cycle. Our K2 Advisors team believes geographical, asset class and sector rotations will be key to driving returns over the next 12 months. Brooks Ritchey and Robert Christian provide the team’s second quarter hedge-fund strategy outlook.

US 2020 Election Investment Pulse: The Only Certainty is Uncertainty
Perspectives

US 2020 Election Investment Pulse: The Only Certainty is Uncertainty

With just one day until the November 3 US elections, our Head of Equities Stephen Dover joined Templeton Global Macro’s Katie Klingensmith and Fiduciary Trust Company International's Gene Todd for a discussion about what they are keeping an eye on as investors. They explain why they think in times of uncertainty it’s so important to keep a long-term view, and why potential investment opportunities abound no matter who is in the White House.

Full Economic Implications of Coronavirus Largely Unknown
Perspectives

Full Economic Implications of Coronavirus Largely Unknown

As markets continue to assess the impact of coronavirus (COVID-19), the Templeton Global Macro team shares an update on the economic and market implications, which they say could be more detrimental—and last longer—than many observers previously thought.

US Government Shutdown Paused for Now: Assessing the Economic Impact
Equity

US Government Shutdown Paused for Now: Assessing the Economic Impact

The longest-ever US government shutdown has finally ended—at least temporarily—while negotiations continue over funding of a US-Mexico border wall. While the government will be reopened at least until February 15, the economic implications of the shutdown and the potential for more disruption ahead has become a source of concern to many global investors. Stephen Dover, Head of Equities for Franklin Templeton, outlines some considerations.

Will U.S. Fiscal Loose Ends Cause the Markets to Unravel?

Will U.S. Fiscal Loose Ends Cause the Markets to Unravel?

A Delicate Balance

A Delicate Balance

Perception vs. Reality

Perception vs. Reality