| 22.12.2023 Other Voices: Macro allocation perspectives for 2024 |
| By Dr Patrick Welton, founder and CIO of Welton Investment Partners, an alternative asset manager founded in 1988 and headquartered in California which invests in multi-strategy global macro, systematic trends, and multi-asset ESG. 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 e |