The purpose of including alternatives in a portfolio, is for one reason: diversification. But how can we be sure alternatives are doing their job?
Read the full article in FT Adviser or watch the CISI-endorsed CPD webinar 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 For investors wanting a differentiated approach to implementing a global equity exposure, what are the options?
Read the full article in FT Adviser [5min read, open as pdf]
[5min read, open as pdf]
[3 min read, open as pdf]
Watch the CISI-endorsed CPD webinar on this topic [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 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 [5 min read]
In the ultra-low interest rate era that followed the financial crisis, there was little incentive to allocate to cash. But should the promise of a now-meaningful risk-free return prompt investors to switch away from equities? Read the full article in FT Adviser [5 min read, open as pdf]
[5 min read, open as pdf]
[1 min read, open as pdf]
Higher interest rates following increases in the Bank of England “Bank Rate” means yieldson cash are attractive once again. There are different ways to access cash yields: bank deposits, platform cash and moneymarket funds each have advantages and disadvantages. Minimising frictional costs, and maximising flexibility is key when developing a cashmanagement strategy, in our view.
In this research note for our clients, we explore the role of money market funds in providing a low risk platform-based Investment with a yield similar to Bank of England rates. Further reading: Read our October 2021 comparison of money market funds and fixed time deposits [5 min read, open as pdf]
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