Views from the Marketplace: Why Today’s Financial Advisors are Increasingly Favoring Global Macro as a Portfolio Diversifier

Sep 9, 2024 | Insights

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...

5 Things Every RIA Needs To Know About Investing In Alternatives

Apr 26, 2024 | News, Articles, & PR

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...

The Impact of Higher Interest Rates on Hedge Fund Strategies

Sep 6, 2023 | Insights

When assessing hedge funds, it is essential to understand the impact of higher interest rates on the various strategies. With a risk-free rate of 5%, investors have options that were not available two years ago, and this is now the bogey against which managers are...

The 60/40 Portfolio Is Back — But Is It Safe?

Aug 16, 2023 | News, Articles, & PR

Financial Planning Wishful thinking is never a great investment strategy. But in the current macroeconomic environment, we can be forgiven for wanting to go back to the tried and true. Take the 60% equities, 40% bonds formula. The wisdom of the venerable portfolio...

Why Welton Now Offers Our Multi-Strategy Macro Program on iCapital’s Platform, and What this Means for the Future of Wealth

May 16, 2023 | Insights

Earlier this year we announced an exciting new partnership with iCapital that we think points to where the alternative asset management industry is headed. Our flagship institutional quality multi-strategy global macro program is now available on the iCapital...