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...
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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...
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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