Beyond Bulls & Bears

K2 Advisors : Why We Like Activist Hedge Strategies
Alternatives

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.

Solidifying a Case for Liquid Alternatives

Solidifying a Case for Liquid Alternatives

Skeptics may be surprised to learn that the majority of hedge fund managers focus on providing capital appreciation with lower volatility than the broad markets.

Shrugging Along

Shrugging Along

From our point of view, trying to predict market declines or rallies is not as important as preparing for incipient shocks smartly and strategically; it is about being vigilant.

Greece: Stuck in the Middle

Greece: Stuck in the Middle

Opinion polls show that many Greek voters support Athens's tough negotiation tactics. But the polls also show that most Greeks want their country to remain in the eurozone—but to do so would require agreeing with the zone's austerity demands. I think this would be the definition of a pickle.

2015 Investment Outlook: Reasons We Still Like Global Equities
Alternatives

2015 Investment Outlook: Reasons We Still Like Global Equities

We continue to favor equities in emerging Asia over emerging Latin America due to what we view as stronger corporate fundamentals and attractive valuations.

Portfolio Diversification in the Quantum Age
Alternatives

Portfolio Diversification in the Quantum Age

What happens when markets approach extreme environments like that experienced in 2008 (or October 2014 for that matter)? In these instances it is quite clear that the traditional rules/laws of portfolio diversification do not work as well as intended.

QE, Parallel Universes and the Problem With Economic Growth
Alternatives

QE, Parallel Universes and the Problem With Economic Growth

While monetary weapons can be a good first step to remedying an economic crisis, they are clearly not enough on a standalone basis to return an economy to stability and growth. Monetary medicine cannot heal fiscal ailments in the areas of budgeting, regulation, taxation and related policies.

“You’re Going to Need a Bigger Boat”: Alpha and Interest Rates

“You’re Going to Need a Bigger Boat”: Alpha and Interest Rates

The implication of rising rates for individual and institutional portfolios, particularly for fixed-income investments, could be troublesome – depending upon the magnitude and velocity of the rate rise. Alternative strategies, we believe, may potentially offer a better boat to help navigate this interest-rate sea change.

A Tactical Look at the Markets

A Tactical Look at the Markets

Given rallies in major developed equity markets over the past year and a half, clients are increasingly interested in how to effectively hedge equity exposure amid the prospect of near-term volatility.