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Asset Allocation Research for UK Advisers

UK GILTS: Time to extend duration

23/2/2024

 
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[5min read, open as pdf]
  • Changing yield-duration trade-off
  • Preparing for a BoE pivot
  • Term-segmented Gilts ETFs can enable implementation
Read full article as pdf

Private market managers’ return premium persists

23/2/2024

 
Picture
[3 min read, open as pdf]
  • Private market managers’ return premium persists
  • Owning managers’ shares provides liquid access to the sector
  • Growing levels of forecast AUM in private markets fuels growth
Read the article in full as pdf
Watch the CISI-endorsed CPD webinar on this topic

UK house prices: turning a corner?

19/2/2024

 
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[5 min read, open as pdf]
  • UK house price declines coincided with recession data
  • Mortgage market is easing with prospect of falling interest rates
  • House prices have report first uptick since July 2023
Read full article

UK Growth: that shrinking feeling

19/2/2024

 
Picture
[5 min, open as pdf]
  • The UK slid into recession in 2023
  • A tricky balancing act for the Bank of England
  • For well diversified portfolios, the impact should be limited
Read the full article

DIVIDENDS ARE KEY TO UK TOTAL RETURNS

16/2/2024

 
Picture
[3 min read, open as pdf ]
  • Since 2008, dividends represent 42% of UK equity total returns
  • Dividend oriented strategies could help underpin future returns
  • Dividend Yield factor equities typically outperform in falling rate regime
Read full article here

gold - the perfect valentine's day gift

14/2/2024

 
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In an interview with CityWire, Elston's Head of Research explains his love of Gold as a Valentine's Day idea in 2024.  You can read the full article here

Watch our original CISI-endorsed CPD webinar back in 2021 with representatives from the World Gold Council anticipating these structural trends

See all our public Gold & Precious Metals research

building a bond portfolio: active, passive, or both?

9/2/2024

 
Picture
[5 min read, open as pdf]
  • A dynamic approach is key
  • Active allocation across exposures
  • Implementation options
Read the full article

UK Equity Income monthly commentary January 2024

2/2/2024

 
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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

Read More

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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 Our Clients Say
  • WHAT WE DO
    • Elston Portfolios >
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