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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

  • 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,…

  • Finding Diversification: The Geometry of Time and Correlation

    Finding Diversification: The Geometry of Time and Correlation

    When someone says ‘time is on their side,’ they’re saying time is working in their favor, and almost always from a long-term perspective. The examples in investing are numerous: exponential growth through compounded interest, the wealth creating benefits of early savings for retirement, or the long-term merits of low volatility…

  • 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…