Beyond Bulls & Bears

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Equity

US Equities: Policy Smoke or Solid Pillars?

We continue to see potential opportunities in many sectors of the market, but one area we are particularly excited about is the technology sector. Even more exciting and less obvious are the behind-the-scenes, technology-driven transformations taking place in many industries outside of the technology sector.

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Equity

An Exciting Time for the Energy Sector

Our general takeaway is that energy sector opportunities in 2017 and 2018 are likely to be more idiosyncratic and company-specific, whereas in the recent past they’ve been driven more by the macro commodity price environment. As fundamental, bottom-up investors, this is an environment we welcome.

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Perspectives

French Election Result – It’s Not Yet a Done Deal

On paper, the result of the final round of the French election now looks to be a foregone conclusion; most observers would expect a solid victory for the more establishment Emmanuel Macron over the far-right Marine Le Pen. But if we’ve learned anything from recent political events, it’s to expect the unexpected.

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Alternatives

The Case for Listed Infrastructure: Strengthening the Foundation for the Global Economy

Infrastructure impacts every aspect of a community, and to the extent these physical assets perform optimally, they enable essential components of a healthy economy, such as fiscal stimulus and job creation, while also contributing to a higher quality of life.

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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.

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Fixed Income

Global Economic Perspective: April

For a stronger recovery to take hold across the whole of Europe, greater political stability, allowing the promotion of significant growth-enhancing structural reforms, is probably required.

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Fixed Income

How Theresa May’s Election Gambit Could Strengthen Her Brexit Hand

UK Prime Minister Theresa May’s decision to call a snap general election for June 8, caught just about everybody off guard, but we think it could prove a shrewd political move.

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Alternatives

Second Quarter Hedge-Fund Strategy Outlook: K2 Advisors

Regardless of what the future holds in terms of political results, from a market standpoint we anticipate more volatility going forward—and this can be a good thing for hedged strategies.

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Perspectives

Cutting Through the Political Noise for Opportunities in Europe

Although recent history shows there is reason to be skeptical of political polls, we do not believe populist parties will score victories significant enough in national elections to cause an existential threat to the European Union (EU).

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Perspectives

Notes from the Trading Desk – Europe

The political landscape continues to cast a shadow over financial markets in both Europe and the United States. We will be keeping an eye on polls and reaction in the lead-up to the French presidential election as well as conversations around evolving US-Russia relations.

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Fixed Income

An Investor’s View of the French Presidential Election

Despite the failure of the far-right, anti-immigration, anti-European Union (EU) party to make significant in-roads in the recent Dutch elections, we don’t think we can discount the influence of populism in upcoming European elections completely.