Beyond Bulls & Bears

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A Story of Risk Management, and Flying to the Moon

Risk management is a key part of many endeavors, from space travel to investment management. In either case, achieving one’s goals requires awareness of what could go wrong, as well as careful attention to details in often-changing conditions to ensure the smoothest possible journey. Tilak Lal, vice president, Performance Analysis & Investment Risk at Franklin Templeton Investments, describes what risk is within the investment space, and how risk management is essential to success.

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Global Listed Real Estate: A Key Building Block

“One reason for real estate’s strong performance, even in a rising rate environment, is that rising interest rates tend to coincide with periods of greater economic growth. As economic activity gathers pace, it creates more jobs and, in turn, wages increase. Demand for real estate tends to move higher as well.” – Wilson Magee, Franklin Real Asset Advisors

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Science Fiction to Science Fact: The Rise of the Machines

“Exponential growth in computer processing speeds, advances in big data, open-source software and cloud computing have all converged over the last decade to move AI from the realm of science fiction to science fact.” - Mat Gulley and Ryan Biggs

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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

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Are Hedge-Fund Strategies Entering a “Silver Era”?

“We’ve seen evidence that the current market landscape could become a nurturing environment for certain hedge-fund strategies, but we’re only just at the beginning and believe more opportunities could crop up during this silver era." – Brooks Ritchey, K2 Advisors

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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.

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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.”

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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

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Equity

French Election Result: Macron Wins, But Can He Deliver?

There were no surprises as French voters elected Emmanuel Macron as their new president after the second round of voting.

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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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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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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.