July 2023 | Insights

We are convinced that managed futures is the single most valuable diversifier investors can add to a portfolio of stocks and bonds. We believe it provides more “bang-for-your-buck” than private equity, private credit, REITS, commodities and many other widely used alternatives.

Sep 2020 | Insights

For investors unwilling to compromise on interest rate risk or credit risk, we think that subordinated debt of strong issuers is an attractive alternative especially within the heavily regulated financial sector where we can find yields of 4% or more in EUR and 5% in USD for securities issued by highly-rated institutions. By moving down the capital structure, it is possible to capture an income akin to high yield without taking on higher default risks.

Apr 2020 | Insights

Retirement investing today is very different than it was 3 months ago. Traditional bonds and stocks simply aren’t enough anymore. We look at lesser-known asset classes that we use to generate 4-6% yield in today’s yield-less world. The idea of retirement in 2020 looks much different than it has in the past. Today more than ever, it’s extremely important that investors focus more on their investments than in any time in recent history.

May 2019 | Insights

In a recent survey we asked professional investors their attitudes towards hedge funds and managed futures. Many advisors confirm there is an overwhelming choice in the multi asset space and given the general consensus that market volatility will remain through out 2019, allocators and advisers are looking to liquid alternative funds to diversify from broad multi strategy funds which are generally long risk.

July 2023 | Insights

We are convinced that managed futures is the single most valuable diversifier investors can add to a portfolio of stocks and bonds. We believe it provides more “bang-for-your-buck” than private equity, private credit, REITS, commodities and many other widely used alternatives.

Apr 2020 | Insights

Retirement investing today is very different than it was 3 months ago. Traditional bonds and stocks simply aren’t enough anymore. We look at lesser-known asset classes that we use to generate 4-6% yield in today’s yield-less world. The idea of retirement in 2020 looks much different than it has in the past. Today more than ever, it’s extremely important that investors focus more on their investments than in any time in recent history.

July 2023 | Insights

Over the last quarter we have been working closely with a macro manager in an effort to integrate some of their AI models into our asset allocation thoughts. Deuterium Capital, based in the US with offices in Zurich have developed over time a quantitative model used by many institutional investors.

Jan 2023 | Insights

I believe the results have been encouraging and we were pleased to deliver capital preservation during turbulent markets and a period of transition. The relative outperformance across all our absolute return models is in the context of negative returns from many traditional 60/40 managers.