By Robert Christian, Co-Head of Research and Investment Management, K2 Advisors; Brooks Ritchey, Co-Head of Investment Research and Management K2 Advisors
Pricing dislocations in Europe, performance dispersion across the credit spectrum and shifts in the political landscape should likely provide abundant opportunities for select hedge strategies in the year ahead, according to K2 Advisors. The team shares some macro themes and questions it's focused on, and shares its outlook for various hedge strategies.
Macro Themes We Are Discussing
Are Sector and Geographical Rotations Likely to Continue in 2020?
We expect a rotation from those equity