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“You’re Going to Need a Bigger Boat”: Alpha and Interest Rates
Caution has been the dominant sentiment among investors in recent times even as equities have continued to march along. But as the prospect of rising US interest rates becomes ever more real, Brooks...
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Sukuk: An Asset Class Goes Mainstream
Islamic finance, once of interest only to a niche market of Muslim investors, has been going mainstream. Fixed income investments within the space known as Sukuk have attracted the attention of...
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QE, Parallel Universes and the Problem With Economic Growth
What do quantum mechanics and the theory of relativity have to do with global central bank policy? Years of aggressive central bank policies haven’t resulted in the type of accelerated global growth...
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Portfolio Diversification in the Quantum Age
Brooks Ritchey, Senior Managing Director at K2 Advisors, Franklin Templeton Solutions, examines the merits of portfolio diversification when market conditions are particularly volatile and how his team...
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2015 Investment Outlook: Reasons We Still Like Global Equities
Global trends are converging to present potential opportunities for a variety of asset classes in the new year. Thomas A. Nelson and Brooks Ritchey of Franklin Templeton Solutions provide their...
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Risk Factor Investing: The Evolution of Multi-Asset Strategies
Multi-asset portfolios have attracted interest around the world in recent years as investors have sought new ways to try to capture equity-like returns with less volatility. Many of these approaches...
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Complexity, Critical States and Tributaries of Uncertainty
For long periods of time, the markets can advance relatively smoothly until a sudden onset of chaos occurs, a “tipping point” that quickly changes the picture. Some might say the recent drop in oil...
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Greece: Stuck in the Middle
Greece seems to be stuck between political forces on the left (the Syriza party) and fiscal forces on the right (debt burdens, European Monetary Union austerity controls). Is there a viable way out?...
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Storm Watchers and the Search for Income
A series of “macro-hurricanes” sweeping through global financial markets have given even the most sophisticated investors cause to stop and think in recent times. But it is those seeking to generate an...
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What an (Economic) Drag It Is Getting Old
Brooks Ritchey, senior managing director, K2 Advisors, looks beyond the day-to-day data and policy debates to a bigger-picture trend that could have important market and economic implications: the...
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Third-Quarter Hedge Fund Strategy Outlook: K2 Advisors
K2 Advisors, Franklin Templeton Solutions, seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: long short equity, relative...
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Politics, Policies and Market Resiliency
This year has been one full of uncertainty and surprises on many fronts. While the United States has been embroiled in pre-presidential election drama and speculation about what might trigger the...
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Second 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...
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Sand Piles and Markets
The US equity market has been climbing since 2009, and many investors are finding reasons to believe the ascent should continue this year. K2 Advisors’ Senior Managing Director Brooks Ritchey believes...
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The Case for Listed Infrastructure: Strengthening the Foundation for the...
The sorry state of US infrastructure was a major talking point during the 2016 US presidential election, and was seen as one of the few areas that could garner bipartisan political support. But...
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