by Marcus Queree | Jan 10, 2023 | Articles
What a year!2022 was a time of pivotal change—in markets, geopolitics, and our business. Jan 2023 | 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...
by Marcus Queree | Jan 9, 2023 | Articles
Absolute Return funds:A Modern Approach to Diversification Jan 2023 | 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...
by Marcus Queree | Sep 1, 2020 | Articles
What is subordinated debt and why is it issued? Sep 2020 | Subordinated or ‘junior’ debt covers all debt ranking below senior debt and above common equity. These bonds are not issued for funding purposes (as is usually the case for senior debt), but for capital...
by Marcus Queree | Apr 16, 2020 | Articles
Asset Classes for retirement portfolios Apr 2020 | Summary 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...
by Marcus Queree | May 26, 2019 | Articles
Investor Priorities May 2019 | 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...