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- Jan 10
How good are we at meeting expectations and delivering the returns we say we will?
At the end of 2023, Jim May and Freddie Blackwell reflected on the Defined Returns Fund, which finished the year up 11.5%.* Jim discussed...
- Jan 8
What's on the horizon for Atlantic House in 2024?
What's on the horizon for Atlantic House in 2024? We’re not in the habit of trying to predict what is going to happen in markets, that’s...
- 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...