Beyond Bulls & Bears

Alternative Allocations: Evaluating and allocating to alternatives
Alternatives

Alternative Allocations: Evaluating and allocating to alternatives

Franklin Templeton’s Tony Davidow sits down with Jackie Klaber, Head of Alternative Investments at Rockefeller Capital Management, to discuss approaches to allocating to alternatives, and ways to better understand the role alternatives play in a portfolio.

Alternative Allocations: Opportunities in secondaries
Alternatives

Alternative Allocations: Opportunities in secondaries

In the latest episode of our Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow discusses the secondaries market in private equities with Taylor Robinson, partner of Lexington Partners.

Alternative Allocations: Opportunities in alternative credit
Alternatives

Alternative Allocations: Opportunities in alternative credit

In this second podcast episode, Franklin Templeton Institute’s Tony Davidow discusses opportunities in alternative credit strategies with Richard Byrne from Benefit Street Partners.

Quick Thoughts: Investment Ideas—Building portfolios during economic uncertainty
Perspectives

Quick Thoughts: Investment Ideas—Building portfolios during economic uncertainty

When the economic environment is uncertain, investors may be equally uncertain whether their portfolios are positioned to meet any unknown challenges ahead. Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute, shares some takeaways from a panel discussion on the topic.

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: 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:

Quick thoughts: An expanding universe in a volatile world—A focus on private real estate and private credit
Alternatives

Quick thoughts: An expanding universe in a volatile world—A focus on private real estate and private credit

According to a recent webinar hosted by the Franklin Templeton Institute, private markets offer opportunities in the current challenging environment. Stephen Dover, head of Franklin Templeton Institute, shares his key takeaways from the webinar.