Advisors’ Guide to the 2025 Stock Market: Optimism Now, Challenges Ahead
Can Advisors Thrive Amid Contrasting Market Outlooks? 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,...
Talking Hedge | Nashville, TN
Talking Hedge Nashville 2024 December 4-5, 2024 Location: Noelle Nashville, 200 4th Avenue North, Nashville, TN 37219 Event Topic: Alternative Investment Solutions Drive Alpha in a New Market Regime, Plus Evolving Managers & Investors Exchange Nashville 2024, an...
Welton Advantage Shortlisted in Two Categories at the 2024 HFM U.S. Performance Awards
We are honored to share that Welton Advantage was shortlisted in two award categories at this year’s 2024 HFM U.S. Performance Awards. Thank you to HFM, and hearty congratulations to the distinguished fellow nominees. Equity – US-only Welton Investment Partners,...
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...