Find out more about the Elston Smart-Beta UK Dividend Index (ticker: ELSUKI)
For latest UK Equity Income index factsheet click here  In this podcast for FT Adviser, Henry Cobbe explores the idea of an Operation Brit-Twist.
Listen to The Asset Allocator Podcast here  Portfolio Adviser shines a spotlight on the VT Munro Smart-Beta UK fund, delivering top-quartile returns over the past three years.
Read the full article on Portfolio Adviser  Growth
The BoE revised its 2025 GDP forecast upward from 0.75% to 1.0%, reflecting stronger than expected performance in the first quarter. Policymakers emphasised that uncertainty in the British economy remains elevated, particularly as experts wait to assess the fallout from Donald Trump’s trade war. UK consumer confidence ticked up in May following the rate cut and a new trade deal with the US, which is expected to alleviate some of the pain from US tariffs. After a sharp drop in confidence in April, the rebound from -23 to -20 in the GfK gauge points towards a drop in fears of a recession. The strength of the UK consumer was further displayed with the release of April’s retail sales data, where sales soared by 5.3% y/y vs an expected 4.4%. April was the sunniest month on record in the UK, which experts say provided a notable boost to food and beverage sales. The data offers hope that the UK economy can weather headwinds in the form of tax hikes, rising bills and Trump’s tariff war to accelerate growth and keep Chancellor of the Exchequer Rachel Reeves spending plans on track. Inflation Softer than expected inflation data for the month of February and March, 2.80% and 2.60% yy respectively, compared to 3.0% yy in January allowed the Bank of England to cut rates in May. Following the rate cut, inflation for the month of April came in higher than expected at 3.5% yy vs estimates of 3.3%. Higher prices were driven largely by steeper energy costs after regulators raised the household price cap. Higher travel costs also contributed. Rates On 8th May 2025, the Bank of England voted to cut interest rates by 25 bps to 4.25%. The decision This gave the UK central bank room to shift its focus more towards UK growth. The decision was mixed, with 5 members voting for the quarter point cut and the other 4 split equally between no cuts and 2 cuts. Following the latest uptick in inflation data, swap markets are now pricing in just one 25 bps rate cut over the next year, compared to two before the data release. 
Elston Consulting, the investment solutions provider supporting UK financial advisers, today announces the publication of its White Paper “Operation Brit-Twist: How the issuance of more Ultra Low Coupon Gilts could attract UK Retail investor demand to help reduce the size and cost of UK Government Debt. The white paper is available here.
Click read more to read the summary. 
In this article we explore the origins of a systematic UK Equity Income strategy now powered by Elston’s Minerva™.
Join us for our webinar on 22 May 2025 at 10:30am BST, as Henry Cobbe, CFA interviews Greg Swenson (Republicans Overseas UK) on Trump’s economic agenda.
Join us for our webinar on 21 May 2025 at 10:30am BST as Henry Cobbe, CFA interviews Samuel Charap (RAND) on the prospects for peace in Ukraine
Join us for our webinar on 20 May 2025 at 10:30am BST as Henry Cobbe, CFA interviews John Reade (World Gold Council) on the role of gold in modern portfolios.
 Elston is delighted to be supporting the UK's National Schools Regatta once again for 2025. The event takes place over the spring bank holiday weekend with over 5,000 competitors from over 350 schools and clubs in the UK's premier youth rowing event. We are sponsoring live stream coverage once again for those who cannot attend in person. Henry Cobbe and all the team at Elston wish the competing crews the very best of luck.
Register or follow here for more details giggabox.eventsair.com Elston Consulting announced as sponsor of NSR 2025 
UK equities are a helpful value-factor proxy. Value-based investing is a persistent driver of returns over time. But not all the time. We explore UK equities’ embedded factor tilt and how it can help diversification.
Multi-asset Managed Portfolio Service (MPS) is rising in popularity, but with CGT changes Multi-Asset Funds (MAF) are getting a fresh look. What are the pros and cons
 Join us for our CPD-accredited webinar on 15 May 2025 at 10:30am BST.
In this session, we’ll explore:
Our latest monthly commentary for investing in UK gilts. Includes latest gilts UK news. Update on latest gilt yields. Changes in Gilt yield curve. Gilts auction results. Gilts ETF flows. For UK financial advisers.
In our latest investment outlook for 2q25 outlook, we discuss the impact of America's Trade War as part of Trump's America First policy.
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Find out more about the Elston Smart-Beta UK Dividend Index (ticker: ELSUKI)
For latest UK Equity Income index factsheet click here  Henry Cobbe explores the meaning of investment risk and urges advisers to think beyond volatility alone.
Read the article in FT Adviser 
Markets have been on a see-saw as the world digests Trump's tariff policy that risked stalling world trade and triggering a recession. Yesterday US Treasury Secretary announced a 90 day pause in reciprocal tariffs, possibly triggered by systemic strain in the US Government Bond market. US equities surged +9.5% the largest one-day rally since 2008. We summarise a tumultuous week in markets.
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