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Why Global Macro Is a Top Allocation for Leading Investors in 2025
Institutional investors have spoken: Global Macro remains at the top of the hedge fund allocation list for 2025. But why? The answer lies in a changing market landscape, an effort to mitigate outsized equity market risk, and a history of resilient performance during periods of market turmoil.
Advisors’ Guide to the 2025 Stock Market: Optimism Now, Challenges Ahead
Advisors face an equity market landscape marked by opportunity and challenge. The near-term outlook for 2025 has many strategists forecasting double-digit gains for U.S. equities, driven by robust earnings growth, resilient consumer demand, and innovation in sectors like AI. Potential policy tailwinds like tax cuts and decreased regulation further support optimism.
Views from the Marketplace: Why Today’s Financial Advisors are Increasingly Favoring Global Macro as a Portfolio Diversifier
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Welton named as a category finalist in Institutional Investor’s 20th Annual Hedge Fund Industry Awards
CAIS, iCapital Expand Hedge Fund Menus as Advisor Demand Rises
The relatively strong performance of hedge funds overall during last year’s public markets rout – and continued interest in the asset class in the face of ongoing economic uncertainty – is sparking renewed interest in the asset class among financial advisors and their high-net-worth clients.
Welton Wins “Best ESG Investment Fund: Multi-Asset” at the 2023 ESG Investment Awards in London
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...
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...
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 &...