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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...
When Bonds Fall: How Risky Are Bonds if Interest Rates Rise?
Thirty-one years ago the yield on corporate Aaa bonds reached its 100-year peak of 15.5%. That date was in September, 1981, and rates for corporate bonds and U.S. Treasuries have fallen ever since, with both rates resting near 100-year lows...
Pension Shortfall: Solving for the Missing 2%
Pension plan sponsors face significant challenges. Retirement obligations continue to increase, and the two major equity market set-backs in 2000 and 2008 have produced widening funding gaps.
Managed Futures: A New View
Managed futures is one of the oldest and most established alternative investments, yet many investors are unfamiliar with the strategy’s performance...
Macro, Managed Futures, Quant Strategies Primed for Strong ’23
Hedge fund managers are starting 2023 after a year where the industry saw wide performance dispersion and elevated outflows. But amid the challenges of 2022, some strategies – especially macro, managed futures and quant strategies –are positioned to flourish and the majority of hedge fund investors have said they plan to hold allocations steady in the coming year.
Welton ESG Advantage Earns Its Second Finalist Nomination for “Best ESG Investment Fund: Multi-Asset” in the Upcoming ESG Investment Awards 2023
We are pleased to announce that Welton ESG Advantage was selected as a Finalist in the upcoming ESG Investment Awards 2023. Best ESG Investment Fund: Multi-Asset | Welton ESG Advantage Welton's multi-asset ESG program represents an “all weather” approach that...
Welton Investment Partners Announces the Opening of Welton France, a Paris-Based Investment Research Center
Welton Investment Partners today announced the opening of its Paris-based investment research center, Welton France. Welton France is a subsidiary of Welton Investment Partners and an extension of the firm’s US-based research team.
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...