Building resilient portfolios in an era of persistent uncertainty A clear theme emerging repeatedly in conversations with investors is the growing need to make investment portfolios more resilient without abandoning risk altogether. Equity markets continue to push higher, fuelled by optimism around artificial intelligence and resilient corporate earnings. Yet beneath this surface strength lies a more complex backdrop: geopolitical fragility, shifting global alliances, and the

There is something faintly surreal about watching markets during an inflation shock. Oil spikes overnight, freight costs surge, petrol stations reprice within days, and consumers immediately feel the squeeze in household budgets. Yet when the official inflation figures finally arrive, they often suggest calm rather than chaos. Core inflation softens. Headlines talk about “disinflation progress.” Bond markets rally on hopes that central banks may finally be nearing rate cuts.

In this episode of Top of the Swaps, Fund manager Tom Boyle joins Alex Hale, Atlantic House Solutions, to discuss how the US-Iran war has rattled fixed income markets, and why interest rate volatility has been one of the few places to hide. They cover long-dated vol positions, a structured gilt trade offering a 15% annual coupon, and why the MOVE index doesn't always tell the full story.

In this episode of Top of the Swaps, Fund manager Tom Boyle joins Alex Hale, Atlantic House Solutions, to discuss how the US-Iran war has rattled fixed income markets, and why interest rate volatility has been one of the few places to hide. They cover long-dated vol positions, a structured gilt trade offering a 15% annual coupon, and why the MOVE index doesn't always tell the full story.

This week's Fed meeting, alongside the Bank of England (BoE) and the European Central Bank (ECB) meetings provide a good opportunity to consider how far markets have already moved this year.downside risk and build more resilient portfolios in an uncertain market environment.

On Asset TV, Mark Colegate speaks with our CEO Tom May and fund manager Tom Boyle about how liquid alternatives can help reshape portfolio construction and improve resilience in today’s market environment.

Over the past 18 years, we have worked diligently to help investors achieve their investment outcomes and navigate the challenges presented by evolving markets. We are delighted to share important news regarding our ownership. Atlantic House has agreed to be acquired by WisdomTree. We expect this transaction to complete in the second quarter of 2026, subject to regulatory approval.   WisdomTree is an innovative investment firm focused on designing market-leading, forward-thin

In this webinar, Katie Furniss-Brown is joined by fund managers Jim May and Jack Roberts to revisit how the Defined Returns approach works and how our three complementary strategies are designed to meet different portfolio needs.

On Asset TV, Mark Colegate speaks with our CEO Tom May and fund manager Tom Boyle about how liquid alternatives can help reshape portfolio construction and improve resilience in today’s market environment.

In this episode of Top of the Swaps, Nick Johal and Benard Muja review five years of structured product issuance (2020–2025), examining why issuance sizes have grown, the enduring popularity of autocalls, and the broadening landscape into access products like dispersion, fixed income strategies, and commodity linked investments.