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.


Structured Perspectives: Outcome-based investment strategies
Structured Perspectives is a series of insights and analysis exploring the evolving world of derivatives and structured products. Designed for professionals, Structured Perspectives will deliver insights and analysis that connect market developments with practical applications in derivative strategies. This first series complements our Education Hub, helping professionals deepen their knowledge, stay informed, and gain confidence in using derivative strategies. Part 1: Explor
Nov 21, 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


The Inflation Whisperer: Gold, data and the debasement trade
In this episode of 'Top of the Swaps', hosts Delia Villiers and Deputy CIO Mark Greenwood unpack the disconnect between economic forecasts and real-world market behaviour. Known as the "Inflation Whisperer," Mark offers his take on why recent US tariffs and global tensions haven’t triggered the inflation surge many expected. The conversation also delves into the inflation derivatives market as a useful barometer for fixed income investors and highlights how systematic strateg
Oct 23, 2025


Atlantic House Structured Product Trend report 2025
In our inaugural report, we examine the trends in structured product activity for the year ending June 2025, compared to the previous year, highlighting clear shifts in demand and deployment, particularly during periods of market uncertainty.
Sep 22, 2025


Why demand for structured investments is increasing: Autocalls, Japan, and gold
In this episode of 'Top of the Swaps', hosts Delia Villiers and Deputy CIO Mark Greenwood unpack the disconnect between economic forecasts and real-world market behaviour. Known as the "Inflation Whisperer," Mark offers his take on why recent US tariffs and global tensions haven’t triggered the inflation surge many expected. The conversation also delves into the inflation derivatives market as a useful barometer for fixed income investors and highlights how systematic strateg
Sep 5, 2025


Systematic strategies: Atlantic House Orbital Dispersion
In this session, host Freddie Blackwell and Tom Boyle, fund manager of the Uncorrelated Strategies Fund, take a deep dive into dispersion...
Aug 26, 2025


Time and predictability: The role of defined return investments in long-term investing
Time is one of the most powerful tools in enhancing predictability. Across disciplines, economics, artificial intelligence, health, investments, and social sciences research consistently shows that outcomes become more predictable as the time horizon lengthens. Volatility, uncertainty, and noise tend to dominate in the short term, but over extended periods, patterns emerge, risks average out, and confidence in outcomes grows. This principle underpins the growing appeal of Def
Aug 7, 2025


Atlantic House Defined Returns Fund update
In this session, CEO and Fund Manager Tom May explains how the Atlantic House Defined Returns Fund is designed to deliver more...
Jul 31, 2025
bottom of page



