Beyond Bulls & Bears

K2 Advisors Third Quarter Hedge-Fund Strategy Outlook
Alternatives

K2 Advisors Third Quarter Hedge-Fund Strategy Outlook

Pricing dislocations and adjustments between companies, industries, regions and asset classes due to the impact of COVID-19 offer opportunities for select hedged strategies, according to K2 Advisors. Brooks Ritchey and Robert Christian provide the team’s third quarter hedge-fund strategy outlook.

K2 Advisors: Second Quarter Hedge Fund Strategy Outlook
Alternatives

K2 Advisors: Second Quarter Hedge Fund Strategy Outlook

The coronavirus pandemic has created a number of pricing dislocations within markets across the globe. In its second-quarter outlook, the K2 Advisors team takes a look at how hedge fund managers are navigating the current market environment and which strategies are finding opportunities from these dislocations.

K2 Advisors: First Quarter Hedge-Fund Strategy Outlook
Alternatives

K2 Advisors: First Quarter Hedge-Fund Strategy Outlook

Pricing dislocations in Europe, performance dispersion across the credit spectrum and shifts in the political landscape should likely provide abundant opportunities for select hedge strategies in the year ahead, according to K2 Advisors. The team shares some macro themes and questions its focused on, and shares its outlook for various hedge strategies.

K2 Advisors: It’s the End of the Fed’s World as We Know It
Alternatives

K2 Advisors: It’s the End of the Fed’s World as We Know It

Market volatility returned with a vengeance towards the end of 2018, with numerous uncertainties invoking memories of the Great Recession. K2 Advisors’ Robert Christian and Brooks Ritchey believe the most recent turmoil has been a function of some asset-price distortions stemming from central bank actions. They explain what it all means for investors—and for hedge-fund vehicles in particular.

Risk On, Risk Off, or Risk Uncertain?
Alternatives

Risk On, Risk Off, or Risk Uncertain?

While big market swings can be unsettling to many investors, there are a number of alternative investment strategies that aim to turn volatility into opportunity, according to K2 Advisors' Brooks Ritchey and Robert Christian. They outline some of the market challenges they see ahead, and why they believe certain hedge strategies could find fertile ground.

Fourth Quarter Hedge-Fund Strategy Outlook: K2 Advisors
Alternatives

Fourth Quarter Hedge-Fund Strategy Outlook: K2 Advisors

In their fourth-quarter (Q4) 2018 outlook, K2 Advisors’ Research and Portfolio Construction teams take a deeper look at alpha, and why they feel it’s misunderstood. They believe offering these insights will help investors better understand the rationale for owning retail mutual funds that invest in hedge strategies.

First Quarter Hedge-Fund Strategy Outlook: K2 Advisors
Alternatives

First Quarter Hedge-Fund Strategy Outlook: K2 Advisors

“The bottom line is that we believe the massive tide of low-cost money that lifted all boats and allowed for carefree sailing is receding. Investors who are not prepared for this change may be exposed to significant risks.” - K2 Advisors

Fourth Quarter Hedge-Fund Strategy Outlook: K2 Advisors
Alternatives

Fourth Quarter Hedge-Fund Strategy Outlook: K2 Advisors

“While we cannot predict market tops or bottoms, we can be prudent in how we position portfolios contextually. Perhaps now is the time to consider dialing back risk to some degree. We believe the easy money in this cycle has already been made.” - K2 Advisors

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.

Why Liquid Alternatives Now
Alternatives

Why Liquid Alternatives Now

“The availability of liquid alternative vehicles has expanded rapidly over the past decade, paired with a strategic interest to provide retail investors with access to diversified sources of potential alpha to complement their traditional portfolios.” David Saunders, K2 Advisors

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®