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Views from the Marketplace: Why Today’s Financial Advisors are Increasingly Favoring Global Macro as a Portfolio Diversifier
Over the past few weeks, I have spoken with a couple dozen financial advisors to understand how they are managing the current investment climate and, in particular, how they are thinking about incorporating alternatives into their portfolios in an uncertain world. Here are five takeaways from these discussions.
Building Better Portfolios: How to Select a Macro or Trend Manager
You’ve decided that Macro or Trend is right for your portfolio, but now what? How do you narrow the field with so many managers and offerings? We discussed this ourselves, and here’s a short video clip to get you started.
CIO Memo: Macro Allocation Perspectives for 2024
Where can Macro contribute the most, and how might this change in the year ahead? The engines are returns, noncorrelation, and downside performance, and each contributes in essential ways.
Are Trend Strategies Dead?
Investors have asked us this question given the lackluster, and frankly disappointing, performance of many of their Trend managers prior to 2019. Industry observers have opined on this as well, and they sometimes attribute disappointing performance to things like:...
Tail Risk: About 5x Worse Than You May Think
After enduring the (40%) global equity market collapse of 2008, investors large and small are eager to reexamine the perils posed by equity market “tail risk”...
Diversification: Often Discussed, but Frequently Misunderstood
Diversification remains the cornerstone of modern portfolio theory. Yet, during the financial crisis many “diversifying” investments readily followed the direction of the equity markets as they collapsed in 2008 and...
5 Things Every RIA Needs To Know About Investing In Alternatives
For many wealth advisors, the idea of adding alternatives can be overwhelming. It’s unfamiliar terrain, so where to start? To help, our own Bill Marr drew on his decades of alternatives experience to author the following piece for Financial Advisor Magazine.
Welton Wins ESG Fund of the Year at the 2023 HFM US Performance Awards in New York
Welton ESG Advantage wins ESG Fund of the Year at the 2023 HFM US Performance Awards.
Two Welton Programs Shortlisted for 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.
Southeast RIA Summit | Atlanta, GA
Join us on November 28 for William Marr's panel, "Market Outlooks and Opportunities" (CFP), featuring representatives from Balentine, Cerity Partners, Hamilton Capital Partners, and NovaPoint Capital.
SBAI Paris Members Lunch | Paris, France
Join us on November 22 for Matthieu Claudel's panel, “New Forms of Partnerships,” featuring representatives from CDPQ, New Alpha, and SBAI.
Talking Hedge | Marina del Rey, CA
Join us on October 18 for Dr. Patrick Welton's panel, "Beyond 60/40: The Role of Diversifying Strategies & Customized Solutions," featuring representatives from Albourne, San Bernardino County Retirement System, Investcorp-Tages, and Crabel.