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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.
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.
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 Markets have been shaken by geopolitical tensions, rising inflation risks, and shifting interest rate expectations. In this Market Update, we break down the impact of the 2026 Gulf conflict, the potential oil supply shock, and what it all means for bonds, equities, and portfolio strategy.
Founder and Head of Research, Henry Cobbe CFA explores these topics in our latest monthly market views. For UK Professional Investors (Investment Managers and Financial Advisers) only.
In this video, we explore how the recent Iran conflict is creating a new oil and energy shock — and what that means for the global economy and investment markets
In this video, we break down the rapidly evolving Iran–US conflict and explore how a major geopolitical shock has unfolded with far‑reaching consequences for global stability and financial markets.
The Debasement Trade: A Narrative
One of the big themes that has quietly but steadily emerged over the last twelve months is what market watchers have come to call the debasement trade. It didn’t begin with any single dramatic event; rather, it built slowly from ideas that long pre‑dated today’s political headlines. Even before Trump returned to power, one of his advisers had laid out the blueprint in a paper dubbed the “Mar-a-Largo Accord” - a proposal centred around a coordinated dollar devaluation aimed at making the American rust belt competitive again. A quick take of what's moving markets from Elston's research team from Investment Director Hoshang Daroga CFA.
For UK Professional Investors (Investment Managers and Financial Advisers) only. 
Read more to watch The UK's largest dividend payers: a systematic approach to UK Equity Income with Henry Cobbe, CFA and Robert Davies.
Systematic strategies specialist Rob Davies discusses the approach he developed for UK Equity Income investing: selecting the UK's largest dividend-payers on forward looking earnings.
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