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US Market Perspectives

Title Speaker Date

Brooks Ritchey: What Are Liquid Alternatives? A New Investment Choice

Nov 02, 2015

Featuring:  Brooks Ritchey, Senior Managing Director, K2 Advisors

  • There’s a new investment choice available to investors called liquid alternatives, and hedge funds are in that category.
  • Liquid alternatives are daily liquid, are regulated, and you have access to hedge-fund type of portfolio managers to manage them.
  • Liquid alternatives tend to do well in those periods where investors are uncertain and the markets are moving more sideways.
View full story for details and footnotes | Print page

Important Legal Information

The information provided is not a complete analysis of every material fact regarding any country, region, or market. Comments, opinions and analyses contained herein are those of the portfolio manager and are for informational purposes only. Because market and economic conditions are subject to change, comments, opinions and analyses are rendered as of November 2, 2015, and may change without notice. The analysis and opinions expressed herein may differ or be contrary to those expressed by other business areas, portfolio managers or investment management teams at Franklin Templeton Investments. Opinions are intended to provide insight on macroeconomic issues and commentary is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

What Are the Risks?
All investments involve risks, including possible loss of principal.
The market values of securities held in the portfolio will go up or down, sometimes rapidly or unpredictably. The portfolio’s performance depends on the manager’s skill in selecting, overseeing and allocating assets to the sub-advisors. The portfolio is actively managed and could experience losses if the investment manager’s and sub-advisors’ judgment about particular investments made for the portfolio prove to be incorrect. Some sub-advisors may have little or no experience managing the assets of a registered investment company. Foreign investments are subject to greater investment risk such as political, economic, credit and information risks as well as risk of currency fluctuations. Investments in derivatives involve costs and create economic leverage, which may result in significant volatility and cause the portfolio to participate in losses (as well as gains) that significantly exceed the portfolio’s initial investment. Lower-rated or high-yield debt securities involve greater credit risk, including the possibility of default or bankruptcy. Currency management strategies could result in losses to the portfolio if currencies do not perform as the investment manager or sub-advisor expects. The portfolio may make short sales of securities, which involves the risk that losses may exceed the original amount invested. Merger arbitrage investments risk loss if a proposed reorganization in which the portfolio invests is renegotiated or terminated. Liquidity risk exists when securities have become more difficult to sell, or are unable to be sold, at the price at which they have been valued.

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