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The Impact of Higher Interest Rates on Hedge Fund Strategies
With a risk-free rate of 5%, investors have options that were not available two years ago, and this is now the bogey that managers are compared to. So, do higher rates improve a hedge fund’s performance expectations, or are they a headwind? As with most things, it depends.
The 60/40 Portfolio Is Back — But Is It Safe?
The wisdom of the venerable 60/40 allocation was questioned in 2021 amid the end of the 40-year bond bull market. But now, some major media outlets are declaring that 60/40 is back. But is it safe?
Finding Value in Drawdowns
Investors’ natural aversion to drawdowns can lead some to harmful action or inaction well-described in the field of behavioral finance. The best strategic and tactical investors harness a disciplined pursuit of value to capture the available excess return.
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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 2022. Welton Investment Partners...
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....
Why Covid Delta variant emergence may be positive for equities and bonds
B. G., Opalesque Geneva According to Dr. Pat Welton, founder and CIO of Welton Investment Partners, a U.S.-based quantitative and ESG hedge fund manager, the Covid Delta variant emergence is likely an intermediate-term positive for equities and bonds. On a related...
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