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With the Strait of Hormuz reopening and the war premium unwinding, markets have swung back to risk-on. Henry Cobbe and Hoshang Daroga discuss what the AI capex cycle, a fragile gilt market and a repriced gold trade mean for portfolios into the second half of 2026.
 Andrea Acimovic, portfolio strategist at Elston, was a panellist at FundForum 2026 - the world’s largest investment fund conference. In her panel discussion she explored the key drivers and obstacles to ETF adoption in the UK retail market.
Read more here.
Kwasi Kwarteng (former UK Chancellor) discusses UK growth (and yes that Budget) and what is needed to get back on track.
Admiral Tony Radakin (former UK Chief of Defence Staff) speaks on the changing global security landscape and the need for preparedness.
Quarterly investment outlook update from the Elston team with guest speaker Natasha Sarkaria from BlackRock.
With warmest wishes to all those in the British Armed Forces Reserves 
Congratulations to the winning crews Thames Rowing Club, Oxford Brooks University Boat Club and St Paul's School Boat Club, in Club, Student, and Junior categories respectively! Elston Consulting, founded in 2012 by former rower Henry Cobbe, supports British Rowing by supporting London Youth Rowing, National Schools Regatta, and this year for the first time by sponsoring the Marlow Regatta Grand Challenge Cup which is divided into three categories - Club, University/Student and School/Junior.     
The world is changing: revolutions in technology, defence and energy are creating a need for physical, economic and portfolio resilience.
From an investment perspective we explore ways to ensure portfolio resilience to adapt to these paradigm shifts with a focus on:
Watch the playback here on our BrightTalk Channel For UK IFAs/DFMs/Professional Investors only.
General Lord Dannatt (former UK Chief of the General Staff, 2006–09), speaking at the Elston Lombard Lunch on the changing global security landscape and the need for preparedness.
Watch the playback hereon our BrightTalk Channel For UK IFAs/DFMs/Professional Investors only.
Elston Consulting has officially crossed a major milestone, with total related assets reaching £3.0bn as of late spring 2026. This growth highlights a significant structural shift in the UK advisory market, as 71% of Elston’s £2.2bn MPS assets are now held within co-manufactured custom portfolios rather than standard off-the-shelf options. Read the full breakdown of our portfolio and fund metrics, alongside a statement from our founder on our continued transition toward an implemented consulting model.
Henry Cobbe CFA, Head of Research at Elston Consulting discusses why and how retail investors are being attracted to the SpaceX IPO and what the key considerations are
Henry Cobbe CFA, Head of Research at Elston Consulting outlines whether and how index providers, fund managers and portfolio managers are preparing for the the SpaceX IPO
Just as major supermarkets achieve better consumer value by manufacturing their own white-label goods, discretionary managers can utilize proprietary fund structures to lower institutional costs and improve execution agility. However, smaller arrangements lacking scale risk running afoul of regulatory standards on product governance and distributor-influenced rules.
Since 2024, Elston has been supporting cricket in Scotland. As lead sponsor of the Elston Clydesdale 1st XI Cricket Team, we are proud to be sponsoring this Glasgow-based club. The team had an unbeaten run in 2025 crowned by winning the Scottish Cup. We wish the team the best of luck for this 2026 season.   For the past two years, Elston Consulting has been the lead sponsor of Scottish squash club Strathgryffe. Based on the outskirts of Glasgow, the club competes in the West of Scotland squash leagues and has finished 2nd and 3rd over the last two seasons. It's a competitive league, with professional players well represented in the first division, where the first team competes. Among that first team is Elston's own Scott Adams (photographed above).
The squash season wrapped up last weekend with the annual Club Championships, where players compete across the Junior, Ladies, Veteran and Open events throughout May. Scott Adams reached the final of the Open event this year but, unfortunately, lost a hotly contested match in front of a packed crowd on Friday evening. Elston is proud to continue supporting local sport in Scotland, helping the club serve its community and enabling its teams to compete across all seven divisions.
In low inflationary times, bonds were good diversifiers. But when inflation is elevated, they lose their resilience.
Elston Consulting’s Head of Research Henry Cobbe interviewed by FT Adviser Asset Allocator. The full podcast is here on Spotify or see article in FT Adviser Where next for markets - are bonds still a good diversifier. What are the alternatives in a higher inflation regime. Elston Consulting’s Head of Research Henry Cobbe interviewed by FT Adviser Asset Allocator. Watch the full interview here. The full podcast is here on Spotify or see article in FT Adviser
In this Podcast with FT Adviser Asset Allocator, Henry Cobbe explains why inflation is bad news for bond investors.
The full podcast is here on Spotify or see article in FT Adviser
In this Podcast with FT Adviser Asset Allocator, Elston's Head of Research Henry Cobbe explains why traditional safe assets are less safe because of inflation.
The full podcast is here on Spotify or see article in FT Adviser
The perception of yield changed in the near-zero interest rate policy era after the Global Financial Crisis.
Elston Consulting’s Head of Research Henry Cobbe interviewed by FT Adviser Asset Allocator. The full podcast is here on Spotify or see article in FT Adviser |
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