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Why Diversification Still Matters: Reassessing a Core Principle in Today’s New Market Reality
In recent years, the effectiveness of diversification has been called into question, particularly when it is implemented through a conventional pairing of equities and bonds. The current investment landscape, characterized by heightened macroeconomic volatility and unstable asset correlations, necessitates a fresh evaluation of how diversification is applied.
Why Global Macro Is a Top Allocation for Leading Investors in 2025
Institutional investors have spoken: Global Macro remains at the top of the hedge fund allocation list for 2025. But why? The answer lies in a changing market landscape, an effort to mitigate outsized equity market risk, and a history of resilient performance during periods of market turmoil.
Advisors’ Guide to the 2025 Stock Market: Optimism Now, Challenges Ahead
Advisors face an equity market landscape marked by opportunity and challenge. The near-term outlook for 2025 has many strategists forecasting double-digit gains for U.S. equities, driven by robust earnings growth, resilient consumer demand, and innovation in sectors like AI. Potential policy tailwinds like tax cuts and decreased regulation further support optimism.
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 | Nashville, TN
Join us on Dec 4-5 for Dr. Oren Rosen's panel, "A Fresh Look at Macro and Risk Mitigation Strategies" featuring representatives from Mission Crest Capital Management, and Multilateral Endowment Management Company.
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.