Beyond Bulls & Bears

US 2020 Election Investment Pulse: Time for Strategy Rotation
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US 2020 Election Investment Pulse: Time for Strategy Rotation

Global equity markets rallied on Monday after major networks declared Joe Biden the winner of the US presidential election, and early analysis of a COVID-19 vaccine from a large US drugmaker showed promising results. Our Head of Equities Stephen Dover joined Brooks Ritchey of K2 Advisors to discuss what these two events could mean for certain commodity, currency, equity and fixed income markets, particularly in the United States and emerging markets. They also take a look at why “rotation” is the word of the week for many of K2’s hedge strategies.

K2 Advisors Fourth Quarter Hedge-Fund Strategy Outlook
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K2 Advisors Fourth Quarter Hedge-Fund Strategy Outlook

Given elements of uncertainty tied to COVID-19, geopolitics and policy decisions to come in the United States and across the globe, our K2 Advisors team believes the current environment may favor nimble, shorter-term strategies. Brooks Ritchey and Robert Christian provide the team’s fourth quarter hedge-fund strategy outlook.

K2 Advisors Third Quarter Hedge-Fund Strategy Outlook
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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.

Disease and Debt Now: Dispersion Later?
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Disease and Debt Now: Dispersion Later?

Deficits are rising across the developed world as governments aggressively loosen their purse strings in response to the COVID-19 pandemic. But what are the ramifications of all this debt? Our K2 Advisors team weighs in on the longer-term unintended consequences for governments that maintain massively leveraged balance sheets for an extended period.

K2 Advisors: Second Quarter Hedge Fund Strategy Outlook
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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
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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
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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?
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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
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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.

Third Quarter Hedge-Fund Strategy Outlook: K2 Advisors
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Third Quarter Hedge-Fund Strategy Outlook: K2 Advisors

“While things remain relatively tranquil on the surface, macroeconomic concerns―including geopolitical hot spots, growing political uncertainty in Europe, trade wars and major central bank policy divergence—all pose legitimate problems for market stability. In addition, perhaps one the most overlooked concerns today is the threat of continued rising interest rates in the United States.” - K2 Advisors, July 26, 2018.

Second Quarter Hedge-Fund Strategy Outlook: K2 Advisors
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Second Quarter Hedge-Fund Strategy Outlook: K2 Advisors

In their second-quarter (Q2) 2018 outlook, K2 Advisors’ Research and Portfolio Construction teams share their views on why investors should not fear the return of market volatility—and why it may unlock opportunities for active managers. We 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
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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