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My Career in ESG Investing is Rooted in My Upbringing
"It is not in the stars to hold our destiny but in ourselves." ― William Shakespeare My ESG journey began with Welton about two years ago, but sustainability is deeply rooted in me by virtue of my unique upbringing. My father is a true visionary, and I recognized...
Commodity Surge Is Just the Latest Event in a Rollercoaster 3-Year Macro Ride
Not long ago commodity prices were falling, now they’re surging. Today, I see green across every quote in every commodity sector from my front-row seat managing the trade flow for $7B in Macro positions. At the start of the pandemic-induced global shutdown in 2020,...
What Do Medical and Financial Research Have in Common? (Unfortunately). And, What Can You Do to Protect Yourself?
Regrettably, only a fraction of published medical research is reproducible by other investigators. This is no surprise to those of us who contribute or follow medical advancements. Hundreds of reviews have documented tens of thousands of examples. From cancer...
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” events.
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 2009.
The Big Picture: Debt, growth and rates’ abnormal relationships creating abnormal conditions (Part II)
B. G., Opalesque Geneva In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, an alternative asset manager, offers his observations on the major macro themes expected to affect the markets in 2022. In this final part, he talks about...
The Big Picture: Watch out for continuing supply-chain issues and moving commodity prices this year (Part I)
B. G., Opalesque Geneva In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, an alternative asset manager, offers his observations on the major macro themes expected to affect the markets in...
Nile Capital Group Completes Strategic Investment in Welton Investment Partners
New York, NY – Jan. 12, 2022 – Welton Investment Partners (“Welton” or the “Company”), an over $1B Global Macro and ESG investment manager, today announced that Nile Capital Group Holdings, LLC (“Nile”) has completed a strategic minority investment in the Company....
Dr. Patrick Welton Speaking at the 2020 J.P. Morgan Macro Quantitative and Derivatives Conference
Event has passed, however, presentation is available by request to: [email protected] Date: Wednesday, June 10, 2020 Location: Virtual Agenda: 08:00 - 08:10AM Welcome and Opening Remarks Marko Kolanovic – Global Head of Macro Quantitative &...
How Quants Achieve Material Improvements in ESG Investment Performance – Opalesque Webinar, June 18th
Welton Investment Partners presents a new innovative approach to ESG Investing that seeks to suppress market risk and expand beyond market only returns. CEO Basil Williams, along with other members of the Welton Investment Team, discuss how this quantitative...