Welton® is a veteran alternative investment manager dedicated to developing diversifying investment strategies to measurably enhance our clients' broader portfolios.
Visual Insight Series
Going Up? Where to Find Returns If Rates Begin to Rise
With corporate bond and U.S. Treasury rates near 100-year lows after a 30-year steady decline, investors everywhere are pondering the consequences if interest rates begin to rise. Credit expansion helped fuel much of the economic growth of recent decades, and many investors recognize they have come to rely on investments…
Articles
Jul 26, 2012
“Balancing Act” (HFR)
“Balancing Act: There is no simple definition for risk, which makes it difficult to analyze performance” Hedge Funds Review July 26, 2012 Selected excerpts: To us, volatility and risk are an integral part of the return potential assessment and we commit capital only when we think the return/risk ratio is…
Articles
Jul 11, 2012
“Pension Shortfall: Solving for the Missing 2%” (Pensions & Investments)
“Pension Shortfall: Solving for the Missing 2%” Pensions & Investments July 11, 2012 Selected excerpts: “Unfortunately for plans relying solely on traditional equities and fixed income, the prospects look grim. Our analysis suggests these plans will likely experience a 2% shortfall per annum over the next seven to 10 years.”…
