Beyond Bulls & Bears

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.”

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.

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.

US Monetary Policy: It’s Déjà Vu All Over Again

US Monetary Policy: It’s Déjà Vu All Over Again

Is maintaining a zero interest rate policy in the United Sates today a good idea, or is not raising rates doing more harm than its intended good? I suppose that depends on perspective and opinion.

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.