 This article has been circulated to our UK adviser clients and will be published to our blog shortly.
As asset allocators we are aware of the surplus of funds in some areas, and glaring gaps in others. That’s why we maintain a wishlist which we share in our catch ups with fund houses. We are now making this public to drive industry engagement.
With the dollar down 20% since 2022, hedging looks tempting. But UK debt, housing risks, and BOE policy suggest sterling could be even more vulnerable.
For UK financial advisers only
A lot has changed since Henry Cobbe called for greater Customisation of Model Portfolios by financial advisers back in 2018. Industry has heeded the call with Custom MPS being the fastest growing sub-set within the rapidly growing MPS market. Henry also outlined why he thinks Advisers, not DFMs, will win the race in Managed Portfolio Services (MPS) in this podcast with FT Adviser in July 2022. Over 90% of the approx £2bn in AUM managed by Elston Portfolio Management is in adviser-defined Custom mandates designed by Elston Consulting, who are leaders in this field. This excludes the approx £4bn in AUM of Elston Consulting's other DFM clients including a national advice firm. Co-manufacturing is soaring in popularity: in this workshop, Henry Cobbe explores what is it, and what are the risks in this article. 
Although the Bank of England cut rates, long-dated Gilts yields are rising (so their values are falling).
Whilst there have been structural and trading shifts driving Dollar weakness, there is downside risk to Sterling too.
Elston launches range of sustainable portfolios with 100% allocation to sdr-compliant funds1/8/2025
Elston Consulting, an investment solutions provider supporting UK financial advisers has designed a range of Sustainable model portfolios built with 100% SDR compliant funds. The portfolios have been launched by Elston Portfolio Management, a platform-based MPS provider.
We discuss the rationale for being overweight US Equities given the resilient economy and strong earnings growth outlook. But one manager's overweight can be another manager's underweight: it depends on your benchmark and how you define "Neutral."
While the theoretical case for private markets can look compelling, the practical realities are more complex and not without pitfalls.
There are some key issues investors need to consider, in our view, are: 1) illiquidity, 2) opacity and 3) fees and misaligned incentives. We explore each of these in turn. 
Andrea Acimovic (Elston) explores the evolving SDR rules and impact on MPS providers in our Elston Investment Forum 2025.
Read on for more details. 
Where next for the UK economy? Hermione Taylor outlines the challenges at our Elston Investment Forum 2025.
Read on for more details. 
Hermione Taylor, the FT Investor’s Chronicle Economist, shared her outlook for the UK economy at the Elston Investment Forum
Hoshang Daroga (Elston) and Natasha Sarkaria (BlackRock) discussed the outlook for markets at our June 2025 Elston Investment Forum. Watch the video or read on to find the key findings are summarised here.
Watch our latest Global Market Outlook with Hoshang Daroga (Investment Director, Elston Consulting) and Natasha Sarkaria (Investment Strategist, BlackRock) speaking at our Elston Investment Forum 2025.
Read on for more details. 
Where next for US trade policy, economy and markets ? We catch up with Greg Swenson on what's Trump doing and why.
Watch the presentation from Greg Swenson at our Elston Investment Forum 2025 Read on for more details. 
Whilst there are main global equity indices, there is no daily priced Global 500 index with funds tracking it. A Global 500 index is a more manageable universe for asset owners wanting an “Index-Targeted Exclusions Enabled” Separately Managed Account.
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