Insights & News
Tap into our thinking
With the war, E, S, and G have collectively moved back to the fore
B. G., Opalesque Geneva In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, offers his observations on the major macro themes expected to affect the commodity markets, including crude oil, and ESG investing this year. Welton is an...
How ESG Innovation and ESG Regulation Can Work Together to Fight Greenwashing and Achieve ESG Goals
by Guillaume Detrait, President & Chief Risk Officer [email protected] For more than 2 years, Welton has been engaged in the process of preparing our ESG Advantage strategy to comply with the global regulatory and reporting frameworks including SFDR and...
How Welton ESG Advantage Helped Investors Navigate Q1 2022
The first quarter of 2022 threw a daunting number of curves at investors. The confluence of higher inflation brought about, in part, by the lengthy pandemic, the Russian war with Ukraine and the January tech meltdown producing a sharp spike in market volatility....
Finding Diversification: The Geometry of Time and Correlation
When someone says ‘time is on their side,’ they’re saying time is working in their favor, and almost always from a long-term...
Diversification Revisited: What Changed During this Recovery?
The financial recovery since early 2009 has been a most welcome reprieve from the lowest depths of the Global Financial Collapse...
Going Up: Where to Find Returns if Interest Rates Rise
With corporate bond and U.S. Treasury rates near 100-year lows after a 30-year steady decline, investors everywhere are pondering the consequences if interest rates begin to...
Welton Wins “Best ESG Investment Fund: Multi-Asset” at the 2023 ESG Investment Awards in London
We are honored to share that Welton ESG Advantage won “Best ESG Investment Fund: Multi-Asset” at the ESG Investing Awards in London on February 23, 2023. Selection was determined by a panel of independent judges comprised of financial market professionals, academics, and independent experts.
The Big Picture: The global macro investing environment has come back to normality
Dr. Patrick Welton offers his observations on the themes expected to affect global macro investing and the commodity markets, which he believes have transitioned into a more normal market environment when compared to the previous QE and low-rates years. This transition means there is now a normal prospect of returns for global macro investing.
Welton Investment Partners Announces Partnership with iCapital to Provide the Wealth Management Community with Access to its Multi-Strategy Macro Program
Brokerage Houses, RIAs, Private Banks & Family Offices Will Now Have Streamlined Access to Welton’s Institutional Quality Investment Solutions Through iCapital’s Leading Fintech Platform
Reuters ESG Investment Conference panel to be co-led by Dr. Patrick Welton and Anthony Minopoli, President & CIO of Knights of Columbus
Event: Reuters ESG Investment North America 2021 Date: Wednesday, June 16, 2021. 1:15 PM - 2:00 PM EDT Location: Webinar Panel Agenda: Authentic ESG Fund Selection: Understand how new funds can demonstrate true, full ESG integration due to no encumberment of...
Basil Williams Panelist at CRUX Data & Sustainability Summit
Date: Wednesday, June 23-24, 2020 Location: Virtual Agenda Day 2 | Wednesday, June 24 The Rise and Future of ESG Data State of the Market: ESG Investing 9:00 AM - 9:45 AM EDT In this session, leaders in ESG investing will address the current market landscape,...
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 & Derivatives...