by Marcus Queree | Aug 7, 2023 | Insights
UNIQ Macro Summary – Q2 2023 July 2023 | UNIQ Macro Summary – Q2 2023 Download PDF The stock rally coincides with investor sentiment hitting the highest levels since 2021. Over the last quarter we have been working closely with a macro manager in an effort...
by Marcus Queree | Jul 25, 2023 | Insights
Benefits of Managed Futures: a natural diversifier July 2023 | 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,...
by Marcus Queree | Jan 10, 2023 | Insights
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 | Insights
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 | Insights
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 | Insights
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...
