- As we reach halftime of the calendar year, investors go into the locker room with some knowledge of the pandemic recovery and some new concerns to monitor in the second half of 2021 and into 2022.
- Our base case is inflation is transitory; however, we are watching the data very closely in acknowledgement the tail scenario is possible, and any upside surprises would have a large impact on markets.
- Investors favor lower-risk ILS strategies, primarily catastrophe (cat) bonds, which offer the most liquidity.
For further details see:
K2 Advisors Third Quarter Hedge-Fund Strategy Outlook