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Framing the History of Alts and Asset Allocation Through Football
This 60/40 playbook worked well during eras of falling rates and reliably negative correlations between stocks and bonds. But the game has changed. Investors are concerned about stretched valuations in key asset classes. Interest rates have ratcheted higher. And inflation is unpredictable. As a result, stocks and bonds have become more correlated, meaning both assets may fall together, challenging portfolio diversification.
Today’s Updated Playbook: Alts Playing Alongside Their Stock and Bond Teammates
Today’s markets demand more than a 60/40 or 50/30/20 playbook. Advisors need portfolios that can go beyond stocks and bonds with a few alts tacked on, to respond to market shocks and inflation spikes, navigate geopolitical uncertainty, capture private market opportunities, and deliver income when bond yields disappoint.
Offense: Growth Assets and Strategies
Offense is about moving the ball downfield—driving growth, building wealth, and capturing appreciation over time. In portfolios, offensive strategies target capital gains, whether through public equities, private markets, or emerging opportunities in digital assets.
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Patrick Welton Featured on RCM Alternatives Podcast: From Stanford Oncologist to Trend Following Pioneer
Welton Investment Partners is pleased to share that our Founder and Chief Investment Officer, Patrick Welton, was recently featured on RCM Alternatives’ acclaimed podcast, The Derivative, in an episode titled, “The Doctor Who Traded Pork Bellies: Patrick Welton’s Journey from Stanford Oncologist to One of Trend Following’s Quiet Legends.”
Welton Investment Partners Appoints William Marr as Head of Business Growth
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.
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