Finding Value in Drawdowns
A drawdown is a decline following a recent peak of investment gains. Most investments have them, and they share one thing in common. Nobody likes them. Behaviorally, many feel emotional tension, their minds still anchoring on the recent high. Investors’ natural...
Performance Drivers Return for Quant Macro and Trend Following
Many investors are rediscovering Quant Macro and Trend Following after a bruising 2022 for equities, bonds, and other asset classes. The S&P 500 lost -18%, but worse, bonds lost -13% when they were supposed to provide much relied-upon diversification. By...
Why Welton Now Offers Our Multi-Strategy Macro Program on iCapital’s Platform, and What this Means for the Future of Wealth
Earlier this year we announced an exciting new partnership with iCapital that we think points to where the alternative asset management industry is headed. Our flagship institutional quality multi-strategy global macro program is now available on the iCapital...