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...
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Jul 21
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...
Jun 3
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...
May 23
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 22
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 8
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...
Apr 22
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 4
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...
Mar 20
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 4
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...
Feb 14
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...
Jan 31
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...
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...
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...
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