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News

“The Ups and Downs of Trendspotting,” (Institutional Investor’s alpha)

Posted on March 14, 2013 in Articles

"The Ups and Downs of Trendspotting" Institutional Investor's alpha Mar 14, 2013 Selected excerpts: Managed Futures experts Welton Investment and Winton Capital glimpse recovery after two difficult years... For its part, Welton has been able to capture upward movement of the stock market.  The firm trades about 20 stock indexes…

“How Risky Are Bonds if Interest Rates Rise?”  (Institutional Investor’s alpha)

Posted on November 9, 2012 in Articles

"How Risky Are Bonds if Interest Rates Rise?" Institutional Investor's alpha Oct 22, 2012 Selected excerpts: Given today’s extraordinarily low rate environment, current bondholders are concerned they’ll be left holding depreciating assets when rates reverse course... All results generally point to the same underlying theme – degrading risk/reward characteristics of…

When Bonds Fall: How Risky Are Bonds if Interest Rates Rise?

Posted on October 9, 2012 in Announcements

As Interest rates for corporate bonds and U.S. Treasuries have fallen to near 100-year lows, many bond investors are grappling with the notion of a rising interest rate environment. Welton examines rate and bond price behavior over the last 90 years to look for lessons from the past.

“Balancing Act” (HFR)

Posted on July 26, 2012 in Articles

“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…

“Pension Shortfall: Solving for the Missing 2%” (Pensions & Investments)

Posted on July 11, 2012 in Articles

“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.”…

Events

The Compelling Case for Managed Futures (Webinar)

When: Jul 18, 2012
Where: Chicago, IL

Welton's Justin Dew to serve on this panel beginning at 4pm EDT on Wednesday, July 18th, 2012.

Opal’s Family Office & Private Wealth Management Forum

When: Jul 23, 2012 — Jul 25, 2012
Where: Newport, RI

Senior staff from Welton to attend.

18th Annual Institutional Investment Conference

When: Sep 8, 2012 — Sep 10, 2012
Where: San Francisco, CA

Welton's Chris Keenan to serve on panel, "US Pension Crisis," beginning at 9am on Monday, Sept 9, 2012.

FX Invest West Coast

When: Sep 11, 2012 — Sep 12, 2012
Where: San Francisco, CA

Welton's Tom Sampson to serve on panel, "Reviewing the latest developments in electronic trading and how they benefit the buy-side community," beginning at 11:40 am on Tuesday, Sept 11, 2012.

AlphaMetrix Monaco 2012 Summit

When: Sep 12, 2012 — Sep 14, 2012
Where: Grimaldi Forum, Monaco

Senior staff from Welton to attend.