Beyond Bulls & Bears

Six Reasons to Care about Climate-Change Investing
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Six Reasons to Care about Climate-Change Investing

Why should investors care about climate change? Here’s a look at the investment implications attributable to climate change from Templeton Global Equity Group’s Maarten Bloemen and Matthew J. Kiernan, Chief Executive of Inflection Point Capital Management Inc.

Real Assets Could Be the Alternative
Multi-Asset

Real Assets Could Be the Alternative

Given the backdrop of a slowing global economy and shaky investor sentiment tied to trade tensions, Franklin Templeton Multi-Asset Solutions' Ed Perks and Gene Podkaminer are calling for an active investment approach. In the latest edition of “Allocation Views,” they outline six major themes driving their current views: slower global growth, subdued inflation, monetary policy effectiveness, the importance of nimble management, real assets, and alternative assets that aren’t really alternative enough.

Where Bricks Are Beating Clicks: Implications for Last-Mile Real Estate
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Where Bricks Are Beating Clicks: Implications for Last-Mile Real Estate

Many observe the impacts of e-commerce growth as decimating commercial retail properties, leaving empty big-box warehouses and strip malls in its wake. While this may be true to a certain extent, it ignores the potential opportunity this new trend is creating in the industrial property sector. It seems that for every mall that closes, a distribution warehouse—or so-called last-mile logistics space—opens. Raymond Jacobs, Woon Pin Chong and Marc Weidner of Franklin Real Asset Advisors outline the opportunities they see, namely in new demand for logistics infrastructure.

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.

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.

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

A Story of Risk Management, and Flying to the Moon
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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.

Science Fiction to Science Fact: The Rise of the Machines
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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

Fourth Quarter Hedge-Fund Strategy Outlook: K2 Advisors
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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

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

Hedge-Fund Strategies Get a Second Wind
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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.

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