[5 min, open as pdf]
Wealth Manager's Ross Miller chats to Elston Consulting's Henry Cobbe. They discuss the return of yield and how it plays out across equities, bonds and alternatives.
Listen to the podcast NMA speaks to investment consultant Henry Cobbe about positioning equities for higher inflation using sector and factor equity investing.
Listen to the podcast [5min read, open as pdf]
[5 min read]
1. Yield is back: for equities, bonds and alternatives - the yield drought is over 2. Selectivity matters more: within and across asset classes 3. Inflation is getting stickier: getting past the peak, but still a problem Read the summary article Find out more:
[5 min read, open as pdf]
CPD Webinar: Is Active Management a Zero-Sum Game? [5 min read, open as pdf]
[5 min read, open as pdf]
A private market allocation is structurally hard to reverse if things go wrong with any of 1) the investor’s liquidity needs, 2) the private market fund’s underlying investments, or 3) the realised returns relative to risk-free investments (e.g. gilts) for a given term. As such, an allocation to private markets should be seen more like an irreversible decision, unlike almost all other investments available to institutional investors which can be sold at a day, week or month’s notice. In this brief note, we do not set out the case for investing in private markets – that has been set out extensively elsewhere. We do however raise some points of challenge to those stated advantages. [Read full paper as pdf] In this article for IG, Hoshang Daroga CFA, Investment Director at Elston Consulting, looks at the easing of Covid-19 restrictions in China.
Read in full In this article for IG, Henry Cobbe explores looks at an alternative approach to US indices.
Read in full In this article for IG, Elston's Andrea Acimovic explores the paradox of the clean energy revolution.
Read in full In this article for IG, Elston's Andrea Acimovic explores opportunities in the ESG space.
Read in full In this article for IG, Hoshang Daroga, CFA, Investment Director at Elston Consulting, explores whether and how to add back bond exposure.
Read in full [3 min read, open as pdf]
[5 min read, open as pdf]
The thirty-year anniversary of Black Wednesday was marked by the Sterling reaching its lowest levels against the dollar since 1985. Part of this is a function of dollar strength against global currencies, another part about rising concerns on the UK economic outlook and future policy-making. Sterling’s weakness and outlook is forcing investors to consider how to manage currency risk in their portfolio across each asset class. Full article available as pdf [3 min read, open as pdf]
[3 min read]
[5 min read, open as pdf]
With low growth, soaring inflation and spiking interest rates, advisers need to rethink the definition of risk. Focus on volatility is focus on the “wrong problem”. Instead, advisers should focus on preserving purchasing power (mitigate inflation risk) to protect client outcomes. That requires a fundamental rethink around traditional definitions of risk, asset allocation and diversification. For full article including charts, open as pdf |
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