Skip to content. Skip to main navigation.


Menu

Visual Insight Series

The Welton Visual Insight Series is an ongoing educational publication intended for institutional investors, consultants and wealth advisors. The series strives to deliver relevant investment insights through a combination of impactful visuals, summary observations, and actionable conclusions.

Recent Visual Insights

  • Going Up?  Where to Find Returns If Rates Begin to Rise

    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…

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

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

    Thirty-one years ago the yield on corporate Aaa bonds reached its 100-year peak of 15.5%. That date was in September, 1981, and rates for corporate bonds and U.S. Treasuries have fallen ever since, with both rates resting near 100-year lows today. This trend can’t last forever of course, and today…

  • Diversification Revisited: What Changed During this Recovery?

    Diversification Revisited: What Changed During this Recovery?

    The financial recovery since early 2009 has been a most welcome reprieve from the lowest depths of the Global Financial Collapse (GFC). To better understand this recovery, we peeked beneath this rising tide to examine the behavior of investible assets and to ask a few critical questions. Were assets more,…