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Sound judgements about allocations to fixed income and inflation assets can be made using the principles within the Dynamic Duration Fund
Policymakers face substantial challenges anticipating future inflation rates. Our analysis, however, suggests that sound judgments about...
Feb 9, 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
The perils of forecasting
For most investors, the inability to be right about the future does not stop them trying. We take a different approach at Atlantic House....
Jan 25, 2024
Sound judgements about allocations to fixed income and inflation assets can be made using the principles within the Dynamic Duration Fund
Policymakers face substantial challenges anticipating future inflation rates. Our analysis, however, suggests that sound judgments about...
Jan 24, 2024
What does the Uncorrelated Strategies Fund look like in 2024 and why might investors benefit from including it in their portfolios?
Tom Boyle, Fund Manager, provided his thoughts as part of our Annual Review last month. Tom also provides an example of the investment...
Jan 18, 2024


The Balanced Return Fund performance update webinar
"What makes the Balanced Return Fund so unique is its defensive construction, targeted use of derivatives, and systematic implementation...
Jan 12, 2024
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...
Jan 10, 2024
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...
Jan 8, 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
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