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Global Defined Returns Fund’s First Year: Doing exactly what it says on the tin
This is a marketing communication for professional investors only. Capital at risk. We are pleased with the fund's first-year...
Oct 15, 2024


Are we on the verge of a year filled with rate cuts?
Analysts at Citi Research believe so. Their base case scenario predicts 200bps of rate cuts from the Federal Reserve over the next 12...
Jul 22, 2024


How derivatives can offer protection from unpredictable markets
"When investing, we need protection from the unpredictability of markets to build wealth and secure our financial future. Fortunately for...
Jun 4, 2024

Is the market providing investors with a second opportunity to extend duration in their portfolios?
Many homeowners who have rolled off fixed rate mortgages into somewhat painful floating rate alternatives, may have taken great comfort...
May 23, 2024


Investing at high altitude
As central banks around the globe embarked on aggressive rate hikes, few could have anticipated the equity markets' remarkable journey to...
May 23, 2024


How have market expectations of monetary policy impacted the Dynamic Duration Fund?
Investors left 2023 with a sense of euphoria that central banks had finally ended their rate hiking cycle which had ravaged the bond...
May 9, 2024

Predictability is a key tool for the mindful investor
Few investors like to admit their decisions are influenced by anxiety, yet with nearly a quarter of the adult population claiming to have...
Apr 23, 2024

Mind over markets
Mastering the markets is as much about understanding the intricacies of our own minds as it is about analysing the numbers Andrew...
Apr 4, 2024

It’s all in your head: Can a brain scan show you what sort of investor you are?
How much of who we are, what we think and the decisions we make is really up to us? Charlie Parker, Guest contributor, Managing Director...
Mar 20, 2024


Marginal gains are key for efficient portfolio management, and Defined Returns can help
Small adjustments to asset allocation optimisation processes can yield important gains, improving the frontier of efficiency for...
Mar 4, 2024

What are the signals of the Atlantic House Dynamic Duration Fund telling us right now?
The strategy, which exists in fund format in our Dynamic Duration Fund, and as an allocation within our Balanced Return Fund, utilises...
Feb 14, 2024


Marginal gains are key for efficient portfolio management, and Defined Returns can help
Small adjustments to asset allocation optimisation processes can yield important gains, improving the frontier of efficiency for...
Jan 31, 2024


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...
Dec 12, 2023

Mind over markets
Mastering the markets is as much about understanding the intricacies of our own minds as it is about analysing the numbers Andrew...
Dec 12, 2023


Bonds: back for good?
Bonds often do well when inflation is under control, and if inflation has indeed rolled over, then it could be opportune timing to add...
Dec 12, 2023


Like yin and yang, it's all about balance
The Atlantic House Balanced Return Fund is the top performer out of 190 competitor funds for the year* Jack Roberts, CFA - Fund Manager...
Dec 12, 2023


So far, so uncorrelated
Since launch the fund has nearly kept up with global equities, but has delivered a correlation of almost exactly 0% Tom May, Chief...
Dec 12, 2023

It’s all in your head: Can a brain scan show you what sort of investor you are?
How much of who we are, what we think and the decisions we make is really up to us? Charlie Parker, Guest contributor, Managing Director...
Dec 12, 2023

Navigation in the era of uncertain inflation
Besides lion tamer and the AI alignment scientist, central banker will be one of the most challenging jobs in 2024 Mark Greenwood, Deputy...
Dec 12, 2023
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