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“Rising Rates: Where Can CTAs Look for Returns?” (CTA Intelligence)

By August 1, 2013 No Comments

“Rising Rates: Where Can CTAs Look for Returns?”
CTA Intelligence
August Issue
Selected excerpts:

Choppy markets and a lack of price trends in a period where interest rates have been near zero have characterized a tough few years for trend-followers.

Welton’s Chris Keenan says: “From our findings, the overall return opportunity looking back historically appears equally robost in both falling and rising interest rate environments. But whereas long fixed income was the primary driver in a falling rate environment, long commodities and currencies start to become the main drivers in rising rate environments.”

The information contained herein is not for retail investors but intended for use by institutional and professional investors including “Qualified Purchaser” within the meaning of the 1940 Act which also qualifies it for the status of “Qualified Eligible Person” under CFTC Regulation 4.7. Alternative investments are speculative, involve substantial risks and are not suitable for all investors. This information is not a solicitation for investment. Such investment is only offered on the basis of information and representations made in the appropriate offering documentation. Past performance is not necessarily indicative of future results. Welton Investment Partners LLC is a Delaware limited liability company that provides investment advisory and day-to-day operational services previously assumed by Welton Investment Corporation, its predecessor, which itself merged from a California corporation originally formed in 1988.

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