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If you like derivative-based puns, this is the place for you. Introducing 'Top of the Swaps', a podcast aiming to help multi-asset investors use derivatives to improve client outcomes, brought to you by people from across our team.


Understanding downside risk in an era of structural change
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.
Dec 9, 2025


Peering through the noise: future inflation in a changing world
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.
Dec 9, 2025


How to feel hopeful and empowered about AI
Annabel Gillard, AI ethics expert, shares her views on how we can engage positively with AI.
Dec 9, 2025


Structured Perspectives part 3: How Autocalls harness the Equity Risk Premium
In this instalment, we explore the Equity Risk Premium and its importance in shaping long term returns for outcome based investment strategies.
Nov 20, 2025


Structured Perspectives part 2: How Autocalls harness the Volatility Risk Premium
In this note, we will explore the Volatility Risk Premium further by examining what impact this has on the returns of Defined Outcome Investments.
Nov 18, 2025


Structured Perspectives part 1: Buffer ETFs and Defined Autocalls
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
Nov 14, 2025


Navigating an uncertain future
Atlantic House Defined Returns Data as of 16 July 2025 Amongst a backdrop of uncertainty around inflation and interest rates, it’s not...
Jul 30, 2025


Global Defined Returns Fund’s First Year: Doing exactly what it says on the tin
This is a marketing communication for professional investors only. Capital at risk. We are pleased with the fund's first-year...
Oct 15, 2024


Are we on the verge of a year filled with rate cuts?
Analysts at Citi Research believe so. Their base case scenario predicts 200bps of rate cuts from the Federal Reserve over the next 12...
Jul 21, 2024


How derivatives can offer protection from unpredictable markets
"When investing, we need protection from the unpredictability of markets to build wealth and secure our financial future. Fortunately for...
Jun 3, 2024


Is the market providing investors with a second opportunity to extend duration in their portfolios?
Many homeowners who have rolled off fixed rate mortgages into somewhat painful floating rate alternatives, may have taken great comfort...
May 23, 2024


Investing at high altitude
As central banks around the globe embarked on aggressive rate hikes, few could have anticipated the equity markets' remarkable journey to...
May 22, 2024


How have market expectations of monetary policy impacted the Dynamic Duration Fund?
Investors left 2023 with a sense of euphoria that central banks had finally ended their rate hiking cycle which had ravaged the bond...
May 8, 2024


Predictability is a key tool for the mindful investor
Few investors like to admit their decisions are influenced by anxiety, yet with nearly a quarter of the adult population claiming to have...
Apr 22, 2024


Mind over markets
Mastering the markets is as much about understanding the intricacies of our own minds as it is about analysing the numbers Andrew...
Apr 4, 2024


It’s all in your head: Can a brain scan show you what sort of investor you are?
How much of who we are, what we think and the decisions we make is really up to us? Charlie Parker, Guest contributor, Managing Director...
Mar 20, 2024


Marginal gains are key for efficient portfolio management, and Defined Returns can help
Small adjustments to asset allocation optimisation processes can yield important gains, improving the frontier of efficiency for...
Mar 4, 2024


What are the signals of the Atlantic House Dynamic Duration Fund telling us right now?
The strategy, which exists in fund format in our Dynamic Duration Fund, and as an allocation within our Balanced Return Fund, utilises...
Feb 14, 2024


Marginal gains are key for efficient portfolio management, and Defined Returns can help
Small adjustments to asset allocation optimisation processes can yield important gains, improving the frontier of efficiency for...
Jan 31, 2024


Structured products: a silver lining in the grey clouds of multi-asset portfolios this year
A record year of issuance of structured products Nick Johal, Head of Solutions Despite developed market equities not reflecting it,...
Dec 12, 2023
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