The long-awaited FCA thematic review of retirement income advice has finally been published, and Dear CEO letters sent. What are the key findings and what should adviser firms be putting in place to improve their proposition?
Read the full article on FT Adviser Mainstream platforms have been slow to adopt fractional trading. This has hampered the adoption of ETFs within MPS. With many more index funds available, it's become less of an issue, according to Henry Cobbe, Head of Research at Elston Consulting.
Read the full article in ETF Stream Whether using bond funds or investing directly, bond investing requires thinking about the outlook for interest rates, inflation expectation, credit spreads and currency direction (if applicable) and how those variables impact bond valuations.
Read the article in FT Adviser We were delighted that Elston Portfolio Management won 7 out of 12 (and shortlisted in a further 3) in the Best DFM awards in the Citywire Adviser Choice Awards 2024. Thank you to all the Advisers who voted.
Read the full article and pictures here For investors wanting a differentiated approach to implementing a global equity exposure, what are the options?
Read the full article in FT Adviser ETF Stream interviews up-and-coming fund selectors about breaking into the industry, how experiences have shaped their investment approach and their biggest influences in investing and beyond.
Read in full [5min read, open as pdf]
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Watch the CISI-endorsed CPD webinar on this topic [5 min read, open as pdf]
[5 min, open as pdf]
[3 min read, open as pdf ]
[5 min read, open as pdf]
In our upcoming quarterly investment outlook, we update our key themes for 2024. Please join Hoshang Daroga (Elston Consulting) and Natasha Sarkaria (BlackRock) for this webinar.
Our key themes are: 1. Growth: Steady as she slows 2. Rates: Perfecting the pivot 3. Inflation: Ensuring portfolio resilience Our full Quarterly Investment Outlook is available to our clients. Watch the Webinar Central Banks' policy rates are expected to pivot towards cuts in 2024 with a material impact on asset class perspectives.
Read the full article in FT Adviser Elston's ESG Specialist, Andrea Acimovic, outlines how new disclosure rules around ESG funds will impact decision-makers.
Read in full Wealth managers discuss the ongoing issues with property funds and explain how investors should get their exposure to the asset class going forward.
Read the full article in Trustnet.
Markets don't stand still. Should portfolios?
We explore two apparently opposing schools of thought. Read the full article in FT Adviser |
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