top of page
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.
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...
Dec 12, 2023
So far, so uncorrelated
Since launch the fund has nearly kept up with global equities, but has delivered a correlation of almost exactly 0% Tom May, Chief...
Dec 12, 2023
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...
Dec 12, 2023
Navigation in the era of uncertain inflation
Besides lion tamer and the AI alignment scientist, central banker will be one of the most challenging jobs in 2024 Mark Greenwood, Deputy...
Dec 12, 2023
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
Atlantic House Total Return Fund renamed as the Atlantic House Balanced Return Fund
We are pleased to announce that we have renamed the Atlantic House Total Return Fund as the Atlantic House Balanced Return Fund. Read...
Dec 8, 2023
Tom May discusses investing in terms of predictability of returns on FT Adviser
"We believe that if we can provide investments that are predictable in nature then asset allocators are more likely to place our funds in...
Dec 4, 2023
bottom of page