Insights
NEWS | INSIGHTS

Benefits of Managed Futures: a natural diversifier

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.

UNIQ Macro Summary – Q2 2023

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.

What is subordinated debt and why is it issued?

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.

Absolute Return funds: A Modern Approach to Diversification

Jan 2023 | Insights

Higher inflation, exacerbated by geopolitical conflict, rising rates and recession fears have converged to create a challenging time for investors. And for traditional 60% stock/40% bond investors it amounts to a perfect storm. For the past 20 years or so, bond and equity returns have enjoyed a negative correlation; when one goes up, the other goes down.

Asset Classes for retirement portfolios

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.

What a year! 2022 was a time of pivotal change—in markets, geopolitics, and our business.

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.

Investor Priorities

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.

Benefits of Managed Futures: a natural diversifier

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.

What is subordinated debt and why is it issued?

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.

Asset Classes for retirement portfolios

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.

Investor Priorities

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.

UniQ Macro Summary – Q2 2023

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.

Absolute Return funds: A Modern Approach to Diversification

Jan 2023 | Insights

Higher inflation, exacerbated by geopolitical conflict, rising rates and recession fears have converged to create a challenging time for investors. And for traditional 60% stock/40% bond investors it amounts to a perfect storm. For the past 20 years or so, bond and equity returns have enjoyed a negative correlation; when one goes up, the other goes down.

What a year! 2022 was a time of pivotal change—in markets, geopolitics, and our business.

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.

FundStream provides independent investment solutions to professional advisors to suit their clients portfolio preferences. Our investor network of professional investors include: pension funds, family offices, fund of funds and wealth managers in Europe, Asia and South Africa.

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CONTACTS

Email - Investor Relations

+34 95 11 221 96
+34 95 11 221 97