The Big Picture: Debt, growth and rates’ abnormal relationships creating abnormal conditions (Part II)

Jan 14, 2022 | News, Articles, & PR

B. G., Opalesque Geneva In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, an alternative asset manager, offers his observations on the major macro themes expected to affect the markets in 2022. In this final part, he talks about ESG...

The Big Picture: Watch out for continuing supply-chain issues and moving commodity prices this year (Part I)

Jan 13, 2022 | News, Articles, & PR

B. G., Opalesque Geneva In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, an alternative asset manager, offers his observations on the major macro themes expected to affect the markets in 2022. Welton Investment Partners specialises...

What Do Medical and Financial Research Have in Common? (Unfortunately). And, What Can You Do to Protect Yourself?

Dec 8, 2021 | Insights

Regrettably, only a fraction of published medical research is reproducible by other investigators. This is no surprise to those of us who contribute or follow medical advancements. Hundreds of reviews have documented tens of thousands of examples. From cancer biology...

Seeking Protection from Inflationary Spikes? Some thoughts.

Nov 11, 2021 | Insights

How might an investor protect themselves from the recent inflationary spike? How might they rationally act as the news is worsening? From a macroeconomic investor perspective, I offer caution in reacting to the news. The crescendo of news transmits multiple signals....

Why Covid Delta variant emergence may be positive for equities and bonds

Aug 24, 2021 | News, Articles, & PR

B. G., Opalesque Geneva According to Dr. Pat Welton, founder and CIO of Welton Investment Partners, a U.S.-based quantitative and ESG hedge fund manager, the Covid Delta variant emergence is likely an intermediate-term positive for equities and bonds. On a related...