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Time and predictability: The role of defined return investments in long-term investing
Time is one of the most powerful tools in enhancing predictability. Across disciplines, economics, artificial intelligence, health, investments, and social sciences research consistently shows that outcomes become more predictable as the time horizon lengthens. Volatility, uncertainty, and noise tend to dominate in the short term, but over extended periods, patterns emerge, risks average out, and confidence in outcomes grows. This principle underpins the growing appeal of Def
Aug 7


The Inflation Whisperer: Navigating market surprises
In this episode of 'Top of the Swaps', hosts Delia Villiers and Deputy CIO Mark Greenwood unpack the disconnect between economic forecasts and real-world market behaviour. Known as the "Inflation Whisperer," Mark offers his take on why recent US tariffs and global tensions haven’t triggered the inflation surge many expected. The conversation also delves into the inflation derivatives market as a useful barometer for fixed income investors and highlights how systematic strateg
Jul 23


Debunking the myths about Structured Products
In the this episode of Top of the Swaps, Charlotte Donaldson is joined by Nick Johal, Managing Director and Structured Product Specialist at Atlantic House, to take on the biggest misconceptions surrounding structured products.
Jun 10


Volatility Unveiled - Decoding the VIX, dispersion, and the Rule of 16
In the latest episode of "Top of the Swaps," Tom Boyle, fund manager of the Uncorrelated Strategies Fund, discusses market volatility in conversation with Andrew Madigan, Head of Client Investment Strategy.
May 6


The Inflation Whisperer: Taming Volatility, Timing Inflation
In this episode of "Top of the Swaps," Andrew Madigan, Head of Client Investment Strategy at Atlantic House, and Mark Greenwood, Fund Manage
Apr 2


Understanding the Stagflation Threat
In this episode of Top of the Swaps, Andrew Madigan, Head of Client Investment Strategy at Atlantic House, and Jack Roberts, Fund Manager...
Feb 25


Following the Trend: Benefits and optimal allocation
In this episode, we delve into the current market atmosphere as we kick-off 2025, touching on the resurgence of equities to all-time...
Jan 27


The Inflation Whisperer: Navigating Uncertain Times - 2025 Economic Insight
In this episode Charlie Parker and Mark Greenwood from Atlantic House Investments, delve into what the derivatives market suggests about...
Dec 16, 2024


Unlocking Portfolio Protection: Strategies for Resilient Investments
In this insightful discussion, we delve into the topic of portfolio protection and explore why it remains an underutilized strategy in...
Oct 31, 2024


Hot take: How are derivatives reacting to shifts in US election polls?
In this episode Uncorrelated Strategies fund manager Tom Boyle talks through the market reaction to a recent shift in US election polls...
Oct 24, 2024
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