Building resilient portfolios in an era of persistent uncertainty A clear theme emerging repeatedly in conversations with investors is the growing need to make investment portfolios more resilient without abandoning risk altogether. Equity markets continue to push higher, fuelled by optimism around artificial intelligence and resilient corporate earnings. Yet beneath this surface strength lies a more complex backdrop: geopolitical fragility, shifting global alliances, and the ever-present...

In this episode of Top of the Swaps, Fund manager Tom Boyle joins Alex Hale, Atlantic House Solutions, to discuss how the US-Iran war has rattled fixed income markets, and why interest rate volatility has been one of the few places to hide. They cover long-dated vol positions, a structured gilt trade offering a 15% annual coupon, and why the MOVE index doesn't always tell the full story.

In this episode of Top of the Swaps, Nick Johal and Benard Muja review five years of structured product issuance (2020–2025), examining why issuance sizes have grown, the enduring popularity of autocalls, and the broadening landscape into access products like dispersion, fixed income strategies, and commodity linked investments.