Beyond Bulls & Bears

Alternative Allocations: The evolution of alts: From institutions to Main Street
Alternatives

Alternative Allocations: The evolution of alts: From institutions to Main Street

In our latest Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow sits down with Nick Veronis of iCapital Network to discuss the evolution of alternatives wealth management. They highlight the shift from limited access and cumbersome processes to a more inclusive, technologically advanced and transparent industry.

Alternative Allocations: Lessons learned from institutional allocators of capital
Alternatives

Alternative Allocations: Lessons learned from institutional allocators of capital

Franklin Templeton Institute's Tony Davidow sits down with Mercer Investment Consultant Will Dillard to discuss how institutions are allocating to alternatives, conducting due diligence, and thinking about diversification.

Public Insights on Private Credit: Barbarians inside the syndicated loan gates
Alternatives

Public Insights on Private Credit: Barbarians inside the syndicated loan gates

In the syndicated loan market—during times of borrower distress—documentation loopholes are allowing majority lenders to disproportionately benefit at the expense of minority holders. This practice, known colloquially as “lender-on-lender violence,” presents a significant challenge to the sector. The menace is growing by the day.

Alternative Allocations: The growth and evolution of alternative investments
Alternatives

Alternative Allocations: The growth and evolution of alternative investments

Franklin Templeton Institute’s Tony Davidow sits down with Daniil Shapiro of Cerulli Associates to discuss the growing interest in alternative investments among advisors, the increased availability of private market funds, and the need for better alternatives education.

Alternative Allocations: Private equity—Secondaries anyone?
Alternatives

Alternative Allocations: Private equity—Secondaries anyone?

In recent years, private equity fundraising surged, yet exits slowed drastically in 2022, prompting institutional investors to rebalance portfolios through increased secondaries activity. Franklin Templeton Institute’s Senior Strategist Tony Davidow explains.

Challenges and opportunities within commercial real estate
Alternatives

Challenges and opportunities within commercial real estate

Franklin Templeton’s Tony Davidow discusses the challenges and opportunities within commercial real estate with Jeb Belford of Clarion Partners.

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: