Beyond Bulls & Bears

US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate
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US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate

The COVID-19 pandemic has impacted real estate in many ways, but the question for investors in the space is whether the changes it has instigated will be longer-lasting ones. Our Head of Equities Stephen Dover and David Gilbert, CEO and Chief Investment Officer of Clarion Partners, discuss real estate trends today and which areas look more promising than others.

US 2020 Election Investment Pulse: Time for Strategy Rotation
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US 2020 Election Investment Pulse: Time for Strategy Rotation

Global equity markets rallied on Monday after major networks declared Joe Biden the winner of the US presidential election, and early analysis of a COVID-19 vaccine from a large US drugmaker showed promising results. Our Head of Equities Stephen Dover joined Brooks Ritchey of K2 Advisors to discuss what these two events could mean for certain commodity, currency, equity and fixed income markets, particularly in the United States and emerging markets. They also take a look at why “rotation” is the word of the week for many of K2’s hedge strategies.

Water Disruption: Investment Risk from Multiple Angles
Perspectives

Water Disruption: Investment Risk from Multiple Angles

Water itself isn’t just an economic policy issue and risk arising from population growth and climate change. Water is impacting the day-to-day operations of investee companies and how they are thinking through their own business models and business risk.

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

Given elements of uncertainty tied to COVID-19, geopolitics and policy decisions to come in the United States and across the globe, our K2 Advisors team believes the current environment may favour nimble, shorter-term strategies. Brooks Ritchey and Robert Christian provide the team’s fourth quarter hedge-fund strategy outlook.

K2 Advisors Third Quarter Hedge-Fund Strategy Outlook
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K2 Advisors Third Quarter Hedge-Fund Strategy Outlook

Pricing dislocations and adjustments between companies, industries, regions and asset classes due to the impact of COVID-19 offer opportunities for select hedged strategies, according to K2 Advisors. Brooks Ritchey and Robert Christian provide the team’s third quarter hedge-fund strategy outlook.

Disease and Debt Now: Dispersion Later?
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Disease and Debt Now: Dispersion Later?

Deficits are rising across the developed world as governments aggressively loosen their purse strings in response to the COVID-19 pandemic. But what are the ramifications of all this debt? Our K2 Advisors team weighs in on the longer-term unintended consequences for governments that maintain massively leveraged balance sheets for an extended period.

Coronavirus Pandemic Shifts Focus to ESG
Equity

Coronavirus Pandemic Shifts Focus to ESG

The coronavirus pandemic has highlighted the importance of financial market risks that fit within the realm of environmental, social and governance (ESG) factors—namely disaster preparedness and health risks. Templeton Global Equity Group's Maarten Bloemen argues we will see recently highlighted ESG considerations more acutely on the radar of investors, while other issues previously on the backburner due to coronavirus—such as climate change—will likely come back to the spotlight.

To Rebalance or Not to Rebalance: How to Think about Truing up Asset Allocations in Times of Market Stress
Multi-Asset

To Rebalance or Not to Rebalance: How to Think about Truing up Asset Allocations in Times of Market Stress

Some investors use a set-it-and-forget-it approach to their portfolios, but there are times when the asset mix may need to be recalibrated to achieve one’s goals. Here, Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette discuss the importance of rebalancing one’s portfolio, especially during times of market turmoil, and how different types of investors can accomplish the task.

K2 Advisors: Second Quarter Hedge Fund Strategy Outlook
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K2 Advisors: Second Quarter Hedge Fund Strategy Outlook

The coronavirus pandemic has created a number of pricing dislocations within markets across the globe. In its second-quarter outlook, the K2 Advisors team takes a look at how hedge fund managers are navigating the current market environment and which strategies are finding opportunities from these dislocations.

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

Pricing dislocations in Europe, performance dispersion across the credit spectrum and shifts in the political landscape should likely provide abundant opportunities for select hedge strategies in the year ahead, according to K2 Advisors. The team shares some macro themes and questions its focused on, and shares its outlook for various hedge strategies.

Hired, Housed and Healthy: An Introduction to Our Social Infrastructure Strategy
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Hired, Housed and Healthy: An Introduction to Our Social Infrastructure Strategy

Social infrastructure—the physical assets where social services are provided to communities—has a crucial role to play in society. Franklin Real Asset Advisors’ Raymond Jacobs, Riccardo Abello and John Levy share their thoughts on the topic here.

Beyond Alignment: Contributing to the Sustainable Development Goals
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Beyond Alignment: Contributing to the Sustainable Development Goals

Our Raymond Jacobs and John Levy from Franklin Real Asset Advisors explain why impact investment products labelled as “aligned with the SDGs” should move beyond just alignment and make a real contribution to positive social and environmental outcomes.