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Asset Allocation Research for UK Advisers

LIQUID REAL ASSETS: FOR INFLATION DIVERSIFICATION

28/2/2023

 
Picture
[5 min read, open as pdf]
  • Our Liquid Real Assets Index strategy delivered on its objectives
  • Provides access to assets positively correlated with inflation
  • For a risk-constrained liquid approach to real asset diversification

DRY JANUARY, STICKY INFLATION

24/2/2023

 
Picture
[5 min read, open as pdf]

  • January inflation numbers for the UK and the US diverge
  • Fed and BoE continue to be hawkish on rate path
  • Inflationary pressure remains sticky

PRIVATE MARKETS: ASSETS, FEES & INTEREST RATES

24/2/2023

 
Picture
[5 min read, open as pdf]
  • Private Market Managers’ valuations hit in 2022 on rising rates
  • Sustained asset growth to 2030E supports positive outlook
  • Highly sensitive to US interest rate expectations 

FTSE past 8,000 reflects strong global sectors, not the UK economy

17/2/2023

 
Picture
[5 min read, open as pdf]

  • The FTSE 100, broke through 8,000 for the first time
  • This is good news for investors…
  • …but the index is less related to the UK economy

UKĀ INFLATION UPDATE (Jan-22)

16/2/2023

 
UK inflation at 10.1%yy for Jan-23
This is lower than the survey estimate…
… and an decrease from 10.5%yy last month Represents falling inflationary pressures
For full update including charts, open as PDF

US INFLATION MODERATES TO +6.4% (Jan-22)

14/2/2023

 
US inflation at 6.4%yy for Jan-23
This is above the survey estimate of 6.2%...
… and a decrease from 6.5%yy last month
Lessening inflation pressures means US is past the peak​

Open as pdf for full update including charts

Citywire: Headache for multi-asset investors as gilt fund risk ratings rise

13/2/2023

 
Read the article

Gold rallies on dollar doubts

10/2/2023

 
Picture
[3 min read, open as pdf]
  • Gold put in a late burst of performance in 4Q22
  • Central banks switched reserves away from the US dollar
  • Gold remains an important diversifier

The five top-yielding UK income funds that beat the FTSE All Share in the past year

7/2/2023

 
Read the Trustnet article

Bonds are getting interesting

3/2/2023

 
Picture
[5 min read, open as pdf]
  • 2022 was a year of dislocation for Bonds
  • Rates are peaking and inflation is past-the-peak
  • This means Bonds are getting interesting once again
 We explore this further in our CPD webinar: "Investing for Income".

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© COPYRIGHT 2012-25. ALL RIGHTS RESERVED.
 Elston Consulting Limited (Company Registration Number 07125478) is registered in
England & Wales, Registered address:  1 King William Street, London EC4N 7AF
  • WHO WE ARE
    • About
    • Our Journey
  • WHAT WE DO
    • Elston MPS >
      • Our Portfolios
      • Adaptive Portfolios
      • Retirement Portfolios
      • Multi-Asset Income
      • Money Market Portfolio
    • Custom MPS >
      • Custom Portfolios
    • CGT Solutions >
      • Our CGT Solutions
      • GIA Portfolios
      • Onshore Bonds
      • Direct Gilts
    • Adviser Support >
      • Our Adviser Support
      • CIRP
      • Investment Committee Support
      • Regulatory Support
      • Analytics, Factsheets & Reporting
      • CPD
    • Fund Solutions >
      • Our Funds
      • Custom Funds
    • Index Solutions >
      • Our Indices
      • Elston Multi-Asset Indices
      • Sector Equal Weight
      • UK Equity Income
      • Liquid Real Assets
      • Gold and Precious Metals
      • Custom Indices
  • WHO WE HELP
    • Financial Advisers
    • Discretionary Managers
  • Insights
  • Contact