Welton® is a veteran alternative investment manager dedicated to developing diversifying investment strategies to measurably enhance our clients' broader portfolios.
Visual Insight Series
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…
Articles
Jul 26, 2012
“Balancing Act” (HFR)
“Balancing Act: There is no simple definition for risk, which makes it difficult to analyze performance” Hedge Funds Review July 26, 2012 Selected excerpts: To us, volatility and risk are an integral part of the return potential assessment and we commit capital only when we think the return/risk ratio is…
Articles
Jul 11, 2012
“Pension Shortfall: Solving for the Missing 2%” (Pensions & Investments)
“Pension Shortfall: Solving for the Missing 2%” Pensions & Investments July 11, 2012 Selected excerpts: “Unfortunately for plans relying solely on traditional equities and fixed income, the prospects look grim. Our analysis suggests these plans will likely experience a 2% shortfall per annum over the next seven to 10 years.”…
