The first half of 2026 was characterised by an increase in volatility in equity markets due to the Iran war, but overall a continued upward trend in those markets thanks in large part to the rapid growth of AI.

The first half of 2026 was characterised by an increase in volatility in equity markets due to the Iran war, but overall a continued upward trend in those markets thanks in large part to the rapid growth of AI.

The first half of 2026 was marked by considerable volatility across global bond markets. Investors contended with persistent inflationary pressures, evolving monetary policy expectations and heightened geopolitical uncertainty.

The first half of 2026 was characterised by heightened macroeconomic and geopolitical uncertainty. The outbreak of the US-Iran war resulted in sharp swings in oil prices and inflation expectations, while stronger-than-expected US labour market data and the appointment of a new Federal Reserve Chair caused markets to reassess the expected path of interest rates.

The first half of 2026 began with low volatility and AI-driven momentum before the US-Israeli strike on Iran closed the Strait of Hormuz, sending Brent crude above $100 and triggering a sharp Q1 equity sell-off.

We are pleased to publish the latest Structured Products Trend Report, analysing structured product activity over the past five years, from 2020 through to year-end 2025.

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.

We are pleased to publish the latest Structured Products Trend Report, analysing structured product activity over the past five years, from 2020 through to year-end 2025.

Tom Boyle explores how investors can use modern diversification and volatility based tools to manage downside risk and build more resilient portfolios in an uncertain market environment.

Mark Greenwood explores why inflation remains unpredictable, why recent stability may prove fragile and why investors must pay close attention to the market signals shaping future price pressures.

Annabel Gillard, AI ethics expert, shares her views on how we can engage positively with AI.

In this instalment, we explore the Equity Risk Premium and its importance in shaping long term returns for outcome based investment strategies.

In this note, we will explore the Volatility Risk Premium further by examining what impact this has on the returns of Defined Outcome Investments.

Outcome-based investment strategies have gained popularity on both sides of the Atlantic for their ability to define investment exposure in terms of pre-defined outcomes (both upside and downside), while offering investors a more predictable journey

Atlantic House Defined Returns Data as of 16 July 2025 Amongst a backdrop of uncertainty around inflation and interest rates, it’s not clear what the future might look like in markets. With past performance not a reliable source of what’s to come, how easy is it to determine your long-term return expectations from here and how sure are you that you will achieve them? Evolving global dynamics and elevated volatility may make it significantly harder to achieve consistent excess

This is a marketing communication for professional investors only. Capital at risk. We are pleased with the fund's first-year...

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