Beyond Bulls & Bears

What’s next for infrastructure?
Alternatives

What’s next for infrastructure?

Despite challenging global economic and market conditions, there are compelling opportunities within global listed infrastructure, according to Shane Hurst, Portfolio Manager with ClearBridge Investments. He explores how the trends of decarbonization, reshoring and 5G evolution are impacting the space, and how the nature of listed infrastructure can offer some insulation against high inflation.

Alternative Allocations: Podcast episode 1—The state of the alternative investments industry
Alternatives

Alternative Allocations: Podcast episode 1—The state of the alternative investments industry

In this first episode, Franklin Templeton Institute’s Tony Davidow discusses the democratization of alternative investments and related topics with CAIA’s John Bowman.

Alternative Allocations: Opportunities in commercial real estate
Alternatives

Alternative Allocations: Opportunities in commercial real estate

While the financial media has focused on the headwinds for commercial real estate and the challenges the office and retail sectors face, this narrative ignores the differences across sectors and the potential opportunities available in today’s market environment, according to Franklin Templeton Institute’s Tony Davidow.

Alternative Allocations: The growth and diversification of secondaries
Alternatives

Alternative Allocations: The growth and diversification of secondaries

Secondary funds, commonly referred to as secondaries or continuation transactions, purchase existing interests from limited partners (LPs) or assets from primary private equity fund investors. Although once considered a niche strategy, secondaries have matured and now represent a vital cog in the private equity ecosystem, according to Franklin Templeton Institute’s Tony Davidow. Read more:

Alts Angle: Disruption creates opportunities
Alternatives

Alts Angle: Disruption creates opportunities

The collapse of Silicon Valley Bank will likely lead to tighter credit conditions as banks pull back from lending. Private credit managers are poised to fill the void that banks have left, and can negotiate favorable terms, according to Franklin Templeton Institute’s Tony Davidow.

Alts Angle: Rethinking retirement with alternative investments
Alternatives

Alts Angle: Rethinking retirement with alternative investments

After a challenging 2022, many advisors and investors began to question their traditional retirement approach to investing. Tony Davidow, Senior Alternative Investment Strategist with Franklin Templeton Institute, illustrates the potential impact of adding alternative investments to pursue growth and income—as well as seek to dampen volatility—during the accumulation and distribution phases of retirement.

Age of AI
Equity

Age of AI

Artificial Intelligence (AI) is a key pillar of the digital transformation theme, which is driving significant disruption and spurring new growth. Grant Bowers, portfolio manager with Franklin Equity Group, offers a unique perspective of the challenges and benefits of this evolving and disruptive technology.

Alts Angle: Will 2023 be a good vintage year for private markets?
Alternatives

Alts Angle: Will 2023 be a good vintage year for private markets?

What does winemaking have to do with private markets? Like good wines, the best vintages in private markets often come from challenging environments, according to Franklin Templeton Institute’s Tony Davidow. Read more:

K2 Hedge Fund Strategy Outlook: Second quarter 2023
Alternatives

K2 Hedge Fund Strategy Outlook: Second quarter 2023

Given current market uncertainties, K2 Advisors remains defensive in terms of market outlook and beta positioning. Read the team’s latest hedge fund strategy outlook.

Quick Thoughts: From a deep dive into the banking sector
Perspectives

Quick Thoughts: From a deep dive into the banking sector

Beyond the near-term turmoil, there may need to be a re-evaluation of the regional banking model in the United States, according to a recent panel hosted by Stephen Dover, Head of Franklin Templeton Institute. The panel discussed the latest developments and investment implications—including a move to money market funds.

Quick Thoughts: Alternative investments outlook post-SVB
Alternatives

Quick Thoughts: Alternative investments outlook post-SVB

Silicon Valley Bank was a “vital cog” in the private market ecosystem, which leads to many questions—and opportunities—across the alternative investments landscape. Franklin Templeton Institute’s Stephen Dover offers his thoughts.

K2 Hedge Fund Strategy Outlook: First quarter 2023
Alternatives

K2 Hedge Fund Strategy Outlook: First quarter 2023

The first half of 2023 is looking volatile, presenting an opportunity for tactical managers focused on equity selection, according to K2 Advisors. Read the team’s latest outlook.