Interest Rate Volatility: Navigating Uncertainty

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.

Whether you're new to rates markets or a seasoned investor, this is a timely and accessible conversation on how to think about interest rate risk in a world of heightened geopolitical uncertainty.

This episode was recorded on 31 March 2026.

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