Beyond Bulls & Bears

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

Since the US election, markets have confidently placed their bets squarely on hope, and essentially little else. Is this level of hope (optimism) rational? It certainly seems like a lot to expect. But truth is indeed often stranger than fiction, and even the most gifted of storytellers would likely never imagine a more fantastic yarn than the reality of this election cycle.

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

The recent recovery in commodity prices has relieved some of the emerging economies’ economic pressures that had been evident during 2015. As a result, valuations of select emerging-country equity and sovereign bond investments remain attractive relative to those available in developed markets.

What an (Economic) Drag It Is Getting Old
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What an (Economic) Drag It Is Getting Old

The world is getting older (much older in some geographies), and to us this is without question becoming a meaningful drag on economic growth—one that will likely persist into the future.