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.


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


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 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
Jul 31, 2025


The Inflation Whisperer: Navigating market surprises
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
Jul 23, 2025


Review of systematic strategies
In this webinar, Freddie Blackwell speaks with Valeriu Trufas, Senior Portfolio Manager, to explore how the Uncorrelated Strategies Fund...
Jul 9, 2025


Debunking the myths about Structured Products
In the this episode of Top of the Swaps, Charlotte Donaldson is joined by Nick Johal, Managing Director and Structured Product Specialist at Atlantic House, to take on the biggest misconceptions surrounding structured products.
Jun 10, 2025


Addressing vulnerability: Supporting professional investors and their clients
Professional investors are vital in helping clients navigate life's unforeseen challenges. All clients are at risk of becoming vulnerable and may move in and out of vulnerable circumstances at any stage; recognising and addressing these needs is crucial for delivering genuinely effective financial advice...
Jun 3, 2025


Volatility Unveiled - Decoding the VIX, dispersion, and the Rule of 16
In the latest episode of "Top of the Swaps," Tom Boyle, fund manager of the Uncorrelated Strategies Fund, discusses market volatility in conversation with Andrew Madigan, Head of Client Investment Strategy.
May 6, 2025


Uncorrelated Strategies Fund update
In this webinar, Fund Manager and CEO Tom May and Fund Manager Tom Boyle provide a detailed discussion of the fund’s performance over the...
Apr 14, 2025


Defined Returns Fund update
In this webinar, Fund Manager and CEO Tom May discusses recent market volatility and examines how the fund's current positioning compares...
Apr 11, 2025
bottom of page



