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Views from the Marketplace: Why Today’s Financial Advisors are Increasingly Favoring Global Macro as a Portfolio Diversifier
Over the past few weeks, I have spoken with a couple dozen financial advisors to understand how they are managing the current investment climate and, in particular, how they are thinking about incorporating alternatives into their portfolios in an uncertain world. Here are five takeaways from these discussions.
Building Better Portfolios: How to Select a Macro or Trend Manager
You’ve decided that Macro or Trend is right for your portfolio, but now what? How do you narrow the field with so many managers and offerings? We discussed this ourselves, and here’s a short video clip to get you started.
CIO Memo: Macro Allocation Perspectives for 2024
Where can Macro contribute the most, and how might this change in the year ahead? The engines are returns, noncorrelation, and downside performance, and each contributes in essential ways.
2020 and Its Aftermath: Ballast Your Portfolio to Thrive in a Rapidly Changing World
How quickly the world can change! 2020 serves as a reminder of the dramatic market swings that are possible over short calendar year periods. The year began with the markets collapsing as the scale of the global COVID-19 pandemic took shape. This was followed by...
Solving the ESG Dilemma: How to Advance One’s Values While Also Improving Performance
Using our ESG universe, we observe that the majority of funds have underperformed the wider market over the last...
Systematic Macro: What, How and Why Should I Care?
Global Macro practitioners can be divided into two camps: discretionary and systematic. Discretionary practitioners develop a top-down macroeconomic view and engage in concentrated positions based on discretionary assessments of fundamental data such as GDP,...
Welton Advantage Shortlisted in Two Categories at the 2024 HFM U.S. Performance Awards
We are honored to share that Welton Advantage was shortlisted in two categories at this year’s 2024 HFM US Performance Awards: "Equity, US-Only," and "Multi-Strategy Under $1bn." Thank you to HFM, and hearty congratulations to the distinguished fellow nominees.
Welton Investment Partners Appoints William Marr as Head of Business Growth
Welton Investment Partners today announced that it has appointed William Marr as Head of Business Growth. This is an expanded role for the alternative investment strategy veteran who joined Welton in April 2022 as Senior Managing Director to launch and lead Welton’s Wealth Management Group.
Catalyst Funds and Welton Investment Partners Launch the Catalyst/Welton Advantage Multi-Strategy Fund
Catalyst Funds, a provider of alternative investment solutions, and Welton Investment Partners, the alternative investment manager focused on the pursuit of returns across market environments, today announced the launch of the Catalyst/Welton Advantage Multi-Strategy Fund (CWEIX).
Talking Hedge | Austin, TX
Join us on May 20 for Dr. Oren Rosen's panel, "Diversify & Rebalance: How to Optimize Your Portfolio with Divergent Strategies," featuring representatives from Aksia, One River Asset Mgmt, AFBI, and Middlemark Partners.
SBAI Stockholm Institutional Investor Roundtable | Stockholm, Sweden
Join us on November 28 for Guillaume Detrait's panel, “ESG in Systematic Strategies,” featuring representatives from Swedbank Robur, Lynx Asset Management, and SBAI.
Southeast RIA Summit | Atlanta, GA
Join us on November 28 for William Marr's panel, "Market Outlooks and Opportunities" (CFP), featuring representatives from Balentine, Cerity Partners, Hamilton Capital Partners, and NovaPoint Capital.