Beyond Bulls & Bears

Third Quarter Hedge-Fund Strategy Outlook: K2 Advisors
Alternatives

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.”

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

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

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

Sand Piles and Markets
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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.

Second Quarter Hedge-Fund Strategy Outlook: K2 Advisors
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.

K2 Advisors : Why We Like Activist Hedge Strategies
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K2 Advisors : Why We Like Activist Hedge Strategies

The market and economic environment is perhaps more favorable to activist investment strategies today than it has been in some time. With the outlook for growth muted, corporate balance sheets flush with cash, financing rates still very low, and an increasingly hospitable public attitude toward activist investors—the opportunity set appears robust.

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

Since the US election, markets have confidently placed their bets squarely on hope, and essentially little else. Is this level of hope (optimism) rational? It certainly seems like a lot to expect. But truth is indeed often stranger than fiction, and even the most gifted of storytellers would likely never imagine a more fantastic yarn than the reality of this election cycle.

Helicopter Money: Pulling a Brick with a Rubber Band
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Helicopter Money: Pulling a Brick with a Rubber Band

Helicopter money may be an interesting theoretical idea and fun mental exercise in hypotheticals for economists to engage in, but in my humble opinion that is where it needs to stay—in theory.

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

We expect overall volatility to increase across the global markets, and often emerging markets are more volatile than their developed counterparts. With this volatility we anticipate the arrival of opportunity, and we believe it will likely be manifest across all three major asset classes—equity, fixed income and currency.

ZIRPs and NIRPs and Unintended Consequences
Alternatives

ZIRPs and NIRPs and Unintended Consequences

There are countless examples in history, some more hubristic than others, in which man’s efforts to address a problem or control a system have resulted in miserable failure―regardless of best-laid plans or intentions.

An Alternative View on Volatility

An Alternative View on Volatility

Based on our current economic outlook, with financial markets still coming to terms with, among other issues, China’s slowing growth rate and uncertainty about global interest rates, we anticipate volatility will be around for some time—and may even escalate.