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.
 In this podcast for FT Adviser, Henry Cobbe explores the idea of an Operation Brit-Twist.
Listen to The Asset Allocator Podcast here 
In this article we explore the origins of a systematic UK Equity Income strategy now powered by Elston’s Minerva™.
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
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.
How does performance of different model portfolios for accumulation and decumulation stack up. Making regular withdrawals.
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?
The UK equity market has underperformed the US and Global Equity over the long-term. How much should UK investors allocate to it?
The “Mar-a-Lago Accord” is a concept, not an event. Some are advocating a new currency accord and debt restructuring to fix the US balance sheet.
Over $2.5 trillion has been switched from actively managed to index-tracking funds. What does this mean for providers?
Trump’s chaotic tariff policy is destabilising markets and raising concerns around impact on US economic growth and inflation.
Trump's volatile tariff policy is creating uncertainty in global markets. This could hinder not help the US economic outlook.
Domestic politics is becoming more polarised.
International politics is moving from a unipolar to a multipolar world. The transatlantic security alliance is under threat. The weaponisation of tariffs is leading to deglobalisation. How to make sense of this increasingly fragile world? We explore some of the key themes of this new world dis-order. |
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