Insights & News
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How ESG Innovation and ESG Regulation Can Work Together to Fight Greenwashing and Achieve ESG Goals
by Guillaume Detrait, President & Chief Risk Officer [email protected] For more than 2 years, Welton has been engaged in the process of preparing our ESG Advantage strategy to comply with the global regulatory and reporting frameworks including SFDR and...
How Welton ESG Advantage Helped Investors Navigate Q1 2022
The first quarter of 2022 threw a daunting number of curves at investors. The confluence of higher inflation brought about, in part, by the lengthy pandemic, the Russian war with Ukraine and the January tech meltdown producing a sharp spike in market volatility....
My Career in ESG Investing is Rooted in My Upbringing
"It is not in the stars to hold our destiny but in ourselves." ― William Shakespeare My ESG journey began with Welton about two years ago, but sustainability is deeply rooted in me by virtue of my unique upbringing. My father is a true visionary, and I recognized...
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...
Pension Shortfall: Solving for the Missing 2%
Pension plan sponsors face significant challenges. Retirement obligations continue to increase, and the two major equity market set-backs in 2000 and 2008 have produced widening funding gaps.
Managed Futures: A New View
Managed futures is one of the oldest and most established alternative investments, yet many investors are unfamiliar with the strategy’s performance...
CAIS, iCapital Expand Hedge Fund Menus as Advisor Demand Rises
The relatively strong performance of hedge funds overall during last year’s public markets rout – and continued interest in the asset class in the face of ongoing economic uncertainty – is sparking renewed interest in the asset class among financial advisors and their high-net-worth clients.
Welton Wins “Best ESG Investment Fund: Multi-Asset” at the 2023 ESG Investment Awards in London
We are honored to share that Welton ESG Advantage won “Best ESG Investment Fund: Multi-Asset” at the ESG Investing Awards in London on February 23, 2023. Selection was determined by a panel of independent judges comprised of financial market professionals, academics, and independent experts.
The Big Picture: The global macro investing environment has come back to normality
Dr. Patrick Welton offers his observations on the themes expected to affect global macro investing and the commodity markets, which he believes have transitioned into a more normal market environment when compared to the previous QE and low-rates years. This transition means there is now a normal prospect of returns for global macro investing.
Basil Williams Panelist at CRUX Data & Sustainability Summit
Date: Wednesday, June 23-24, 2020 Location: Virtual Agenda Day 2 | Wednesday, June 24 The Rise and Future of ESG Data State of the Market: ESG Investing 9:00 AM - 9:45 AM EDT In this session, leaders in ESG investing will address the current market landscape,...
Dr. Patrick Welton Speaking at the 2020 J.P. Morgan Macro Quantitative and Derivatives Conference
Event has passed, however, presentation is available by request to: [email protected]. Date: Wednesday, June 10, 2020 Location: Virtual Agenda: 08:00 - 08:10AM Welcome and Opening Remarks Marko Kolanovic – Global Head of Macro Quantitative & Derivatives...
How Quants Achieve Material Improvements in ESG Investment Performance – Opalesque Webinar, June 18th
Welton Investment Partners presents a new innovative approach to ESG Investing that seeks to suppress market risk and expand beyond market only returns. CEO Basil Williams, along with other members of the Welton Investment Team, discuss how this quantitative...