Views from the Marketplace: Why Today’s Financial Advisors are Increasingly Favoring Global Macro as a Portfolio Diversifier
Over the past few weeks, I have spoken with a couple dozen financial advisors to understand how they are managing the current investment climate and, in particular, how they are thinking about incorporating alternatives into their portfolios in an uncertain world. One...
Welton Investment Partners Appoints William Marr as Head of Business Growth
In Expanded Role, Marr Will Lead Business Development for Welton’s Multi-Channel, Multi-Geographical Growth Strategy New York, NY – September 5, 2024 – Welton Investment Partners (Welton), the alternative investment manager focused on the pursuit of consistent returns...
Catalyst Funds and Welton Investment Partners Launch the Catalyst/Welton Advantage Multi-Strategy Fund
Designed to Provide a Stronger Alternative to a 60/40 Portfolio or Equity-Only Strategy New York, NY (July 25, 2024) – Catalyst Funds, a provider of alternative investment solutions, and Welton Investment Partners, the alternative investment manager focused on...
Building Better Portfolios: How to Select a Macro or Trend Manager
You’ve decided that Macro or Trend is right for your portfolio, but now what? How do you narrow the field with so many managers and offerings? We discussed this ourselves, and here’s a short video clip to get you started. William Marr: Pat. It’s a vast universe out...
Talking Hedge | Austin, TX
Talking Hedge Austin 2024 May 20-21, 2024 Location: Omni Austin Hotel Downtown, 700 San Jacinto at East 8th Street, Austin, TX 78701 Event Topic: The Positive Impact of Risk-Mitigating Alternative Strategies An increased focus on risk-mitigating alternative...
5 Things Every RIA Needs To Know About Investing In Alternatives
I recently attended the Wealth Management Convergence 2024 conference. One thing really jumped out at me: how much the wealth management industry has embraced private market investments since the Global Financial Crisis. This trend started to gain momentum, especially...
CIO Memo: Macro Allocation Perspectives for 2024
Our look ahead surrounds a viewpoint. We focus on strategic portfolio value. Where can Macro contribute the most? And how might this change in the year ahead? The engines are returns, noncorrelation, and downside performance. Each contributes in essential ways....
ESG and Systematic Strategies: Panel Perspectives Among Leading European Institutional Investors
As part of our new role as Core Supporter of SBAi, I recently participated in a panel discussion on ESG in Systematic Strategies at the SBAi Institutional Roundtable in Stockholm. For those following developments in the ESG / sustainable investing environment, it...