Insights & News
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Last month, we joined a distinguished panel of European institutional investors to discuss our shared hopes and real-world experience associated with moving ESG investing into the systematic investing frontier. The topics shared were enlightening, and offer a concise state of the industry on this topic.
With a risk-free rate of 5%, investors have options that were not available two years ago, and this is now the bogey that managers are compared to. So, do higher rates improve a hedge fund’s performance expectations, or are they a headwind? As with most things, it depends.
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...
Using our ESG universe, we observe that the majority of funds have underperformed the wider market over the last decade. View the Whitepaper
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 ESG Advantage wins ESG Fund of the Year at the 2023 HFM US Performance Awards.
We are honored to share that Welton Trend and Welton ESG Advantage were shortlisted for awards at this year’s 2023 HFM US Performance Awards. Thank you to HFM, and hearty congratulations to the distinguished fellow nominees listed below.
Join us on November 28 for Guillaume Detrait's panel, “ESG in Systematic Strategies,” featuring representatives from Swedbank Robur, Lynx Asset Management, and SBAI.