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- Jan 31
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...
- Dec 12, 2023
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
A strong decade of defined return investing and positive signs for the road ahead
The Defined Returns Fund is up 11.5% this year. Our scenario analysis tool looks positive for 2024 also. Jim May, Fund Manager 2023 has...
- Dec 12, 2023
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...
- Dec 12, 2023
Bonds: back for good?
Bonds often do well when inflation is under control, and if inflation has indeed rolled over, then it could be opportune timing to add...
- Dec 12, 2023
Like yin and yang, it's all about balance
The Atlantic House Balanced Return Fund is the top performer out of 190 competitor funds for the year* Jack Roberts, CFA - Fund Manager...