Beyond Bulls & Bears

Alternative Allocations: Opportunities and allocating to alternatives
Alternatives

Alternative Allocations: Opportunities and allocating to alternatives

Franklin Templeton Institute’s Tony Davidow discusses the appeal of private markets and allocating capital with Ben Webb of Balentine Investments.

Alternative Allocations: Due diligence meetings
Alternatives

Alternative Allocations: Due diligence meetings

How and why more advisors are tapping into alternatives—Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute, shares insights from a recent gathering.

Alternative Allocations: Evaluating alternatives
Alternatives

Alternative Allocations: Evaluating alternatives

In the latest edition of “Alternative Allocations,” Patrick McGowan of Sanctuary Wealth Management joins Franklin Templeton’s Tony Davidow to discuss advisor adoption, structural tradeoffs, due diligence and the increasing demand for alternatives.

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: Alternative Investment Outlook
Alternatives

Alternative Allocations: Alternative Investment Outlook

Franklin Templeton’s Tony Davidow discusses the impact of various factors on traditional and alternative investments, highlighting the challenges and opportunities in private commercial real estate, private credit, and private equity.

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: Asset allocation, portfolio construction and goals-based investing
Alternatives

Alternative Allocations: Asset allocation, portfolio construction and goals-based investing

In the latest episode of our Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow discusses asset allocation and portfolio construction with Aaron Filbeck, Managing Director of the Chartered Alternative Investment Analyst Association.

Alternative Allocations: Alternatives by Franklin Templeton—access granted
Alternatives

Alternative Allocations: Alternatives by Franklin Templeton—access granted

Franklin Templeton recently hosted due diligence meetings with financial advisors where Tony Davidow, Senior Alternatives Investment Strategist, led discussions focused on alternative investments. He believes that advisor adoption is just beginning and that there are three primary drivers that could help alternatives grow at a rapid pace.

Alternative Allocations: Democratizing alternative investments
Alternatives

Alternative Allocations: Democratizing alternative investments

In the latest episode of the Alternative Allocations podcast series, Franklin Templeton’s Tony Davidow has an insightful conversation with the firm’s CEO, Jenny Johnson, regarding the burgeoning opportunities in alternative investments, especially in the current financial climate. They also discuss the importance of educating advisors and investors to help them use available tools appropriately.

Alternative Allocations: Lessons learned from institutions
Alternatives

Alternative Allocations: Lessons learned from institutions

At a recent educational event organized by Franklin Templeton, Franklin Templeton Institute’s Senior Alternative Investment Strategist Tony Davidow hosted a day of panels that focused on alternative investments. This article provides insights gained from these discussions, such as lessons learned from institutional clients that can be applied to other client segments.

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.