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Asset Allocation Research for UK Advisers

UK Gilts latest news April 2025

30/4/2025

 
UK yield curve
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.

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LATEST INVESTMENT OUTLOOK 2Q25

25/4/2025

 
Picture
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.
  • America's Trade War: lessons from 2018 and what's been different this time round.
  • A focus on Defence: increased UK/EU defence spending could help kickstart regional economies - and will likely form part of any US trade deal.
  • Zombie inflation: 2% remains a floor, not a ceiling - but sustained easing of energy prices could help.
Please join Natasha Sarkaria from BlackRock and Henry Cobbe and Hoshang Daroga from Elston for this updated Outlook webinar on Thu 1 May 2025 at 1030am.

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UK Equity Income monthly commentary March 2025

11/4/2025

 
Munro peaks representing UK Equity Income monthly commentary
Find out more about the Elston Smart-Beta UK Dividend Index (ticker: ELSUKI)
​

For latest UK Equity Income index factsheet click here

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understanding investment risk - beyond volatility

11/4/2025

 
stormy weather at see to represent investment risk and market volatility
Henry Cobbe explores the meaning of investment risk and urges advisers to think beyond volatility alone.
Read the article in FT Adviser

keep calm and stay invested

10/4/2025

 
keep calm and stay invested slogan poster by Elston
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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How Tariffs Policy Affects Markets

7/4/2025

 
how tariffs policy affects markets
Join us for the CISI-endorsed CPD webinar

We take a step back at Trump's Trade War, look at lessons from 2018, contrast sector and factor performance.
This public version is a shortened extract from our private call with our Adviser clients, so all data and comments are as at Thu 3 Apr 2025.

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UK Gilts latest news March 2025

4/4/2025

 
Picture
Our latest monthly commentary for investing in UK gilts for UK financial advisers. 
Includes:
  • Latest gilts UK news
  • Update on latest gilt yields
  • Changes in Gilt yield curve
  • Gilts auction results
  • Gilts ETF flows

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Mitigating sequence of returns risk

4/4/2025

 
Model Portfolio Performance Comparison. Comparing accumulation and decumulation of strategies for accumulation and decumulation. Mitigating sequence of returns risk
How does performance of different model portfolios for accumulation and decumulation stack up. Making regular withdrawals.

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custom portfolioS - opportunities and key considerations for advisers

4/4/2025

 
Picture
Henry Cobbe explores this topic in an article for FT Adviser

Using buckets for Retirement Portfolios help mitigate sequencing risk

4/4/2025

 
Image contains three buckets filled with gold coins. The image represents Using a retirement bucket strategy to create a retirement portfolio allocation.
Shrinking a pot is different to growing a pot. And shrinking it in downmarkets can be dangerous without guardrails.  This is why we designed a “Managed Buckets” based approach for Retirement Portfolios.

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Liberation Day 2025: why is Trump putting tariffs on world trade?

3/4/2025

 
Trump's Tariff Card: Reciprocal Tariffs Across Countries with Tariffs Charged to the U.S.A in percentage and U.S.A discounted reciprocal tariffs
Trump is putting reciprocal tariffs on world trade to start negotiations on steps to rebuild US manufacturing. Reciprocal tariffs means putting tariffs on imports from those countries which put tariffs on US imports. What does it mean for markets. What does it mean for the global economy. Will tariffs make America great again?

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 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