Top of the Swaps is a podcast exclusively for professional investors only. Private investors should contact their financial adviser. Past performance is not a guide to future performance. Capital at risk.
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Prepared for professional investors only. Capital at risk. If you like derivative puns, this is the place for you. Top of the Swaps is brought to you by the investment team at Atlantic House, the specialist derivatives-based investment manager. Join us as we delve into the world of derivatives.
Episodes
Wednesday Apr 02, 2025
Wednesday Apr 02, 2025
In this episode of "Top of the Swaps," Andrew Madigan, Head of Client Investment Strategy at Atlantic House, and Mark Greenwood, Fund Manager of Dynamic Duration and Balanced Return Funds, delve into the complexities of inflation, interest rates, and market volatility. As geopolitical tensions and economic uncertainties continue to create a volatile environment, they explore the implications for the VIX, central bank policies, and inflation swaps.
The discussion highlights the persistence of uncertainty in the financial markets, driven by factors like the ongoing Ukraine-Russia conflict and unexpected economic indicators. With insights into derivative markets, they also examine how tariffs and inflation expectations are influencing investment strategies, as well as the potential opportunities and risks in the current landscape.
Join Andrew and Mark as they provide expert analysis on making informed decisions amidst the market chaos, leveraging volatility to uncover potential returns and manage risk effectively.
Website
To learn more about Atlantic House Investments, visit atlantichousegroup.com.
Important information
Top of the Swaps is exclusively for professional investors only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
This is a marketing communication. This podcast is issued by Atlantic House Investments Limited and does not constitute or form part of any offer or invitation to buy or sell shares. It should be listened to in conjunction with reading the Fund’s Prospectus, Key Investor Information Document (“KIID”) or offering memorandum. Atlantic House Investments Limited is authorised and regulated by the Financial Conduct Authority FRN 931264. Atlantic House Investments Limited is a Private Limited Company registered in England and Wales, registered number 11962808. Registered Office: One Eleven Edmund Street, Birmingham. B3 2HJ.
The contents discussed within this podcast are based upon sources of information believed to be reliable. Atlantic House Investments Limited has taken reasonable care to ensure the information stated is accurate. However, Atlantic House Investments Limited make no representation, guarantee, or warranty that it is wholly accurate and complete. The information provided in this material is confidential and only for use by its recipient. This material may not be disclosed or referred to any third party or distributed, reproduced, or used for any other purposes without the prior written consent of Atlantic House, any data provider and any other third party whose data is included herein and must be returned on request to Atlantic House and any copies thereof in whatever form destroyed.
Tuesday Feb 25, 2025
Tuesday Feb 25, 2025
In this episode of Top of the Swaps, Andrew Madigan, Head of Client Investment Strategy at Atlantic House, and Jack Roberts, Fund Manager of the Dynamic Duration Fund and Balanced Return, delve into the topic of stagflation. They explore whether stagflation is already here or looming on the horizon, discussing its potential impacts on private client portfolios and strategies to mitigate its effects.
Stagflation is characterized by rising inflation and economic slowdown, reminiscent of the 1970s. Andrew and Jack discuss historical instances, current signs in the UK, and the challenges investors face in protecting their portfolios against such an environment. They explore the implications for the yield curve and potential responses by the Bank of England.
Jack shares insights into managing bond funds in times of low growth and high prices, and the potential tools available, such as inflation-linked bonds and swaps, to shield against stagflation. Additionally, they analyze the behavior of risk in portfolios, the role of equities versus bonds, and the importance of diversifying investment strategies.
Listen in to gain valuable insights as Andrew and Jack provide a comprehensive overview of how to approach and navigate through potential stagflation as a private investor.
Website
To learn more about Atlantic House Investments, visit atlantichousegroup.com.
Important information
Top of the Swaps is exclusively for professional investors only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
This is a marketing communication. This podcast is issued by Atlantic House Investments Limited and does not constitute or form part of any offer or invitation to buy or sell shares. It should be listened to in conjunction with reading the Fund’s Prospectus, Key Investor Information Document (“KIID”) or offering memorandum. Atlantic House Investments Limited is authorised and regulated by the Financial Conduct Authority FRN 931264. Atlantic House Investments Limited is a Private Limited Company registered in England and Wales, registered number 11962808. Registered Office: One Eleven Edmund Street, Birmingham. B3 2HJ.
The contents discussed within this podcast are based upon sources of information believed to be reliable. Atlantic House Investments Limited has taken reasonable care to ensure the information stated is accurate. However, Atlantic House Investments Limited make no representation, guarantee, or warranty that it is wholly accurate and complete. The information provided in this material is confidential and only for use by its recipient. This material may not be disclosed or referred to any third party or distributed, reproduced, or used for any other purposes without the prior written consent of Atlantic House, any data provider and any other third party whose data is included herein and must be returned on request to Atlantic House and any copies thereof in whatever form destroyed.
Monday Feb 10, 2025
Monday Feb 10, 2025
Welcome to "Top of the Swaps," the Atlantic House derivatives podcast. In this episode, we delve into the current market atmosphere as we kick-off 2025, touching on the resurgence of equities to all-time highs and the market's reaction to Donald Trump's inauguration.
As investors brace for unpredictable markets, we explore the strategic importance of building diversified portfolios that include liquid alternatives.
Special guest Nick Baltas from Goldman Sachs introduces the concept of trend following strategies. Together with Freddie Blackwell and Andrew Madigan from Atlantic House, we dissect these strategies, discussing their application in creating balanced portfolios with improved risk-adjusted returns.
Website
To learn more about Atlantic House Investments, visit atlantichousegroup.com.
Important information
Top of the Swaps is exclusively for professional investors only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
This is a marketing communication. This podcast is issued by Atlantic House Investments Limited and does not constitute or form part of any offer or invitation to buy or sell shares. It should be listened to in conjunction with reading the Fund’s Prospectus, Key Investor Information Document (“KIID”) or offering memorandum. Atlantic House Investments Limited is authorised and regulated by the Financial Conduct Authority FRN 931264. Atlantic House Investments Limited is a Private Limited Company registered in England and Wales, registered number 11962808. Registered Office: One Eleven Edmund Street, Birmingham. B3 2HJ.
The contents discussed within this podcast are based upon sources of information believed to be reliable. Atlantic House Investments Limited has taken reasonable care to ensure the information stated is accurate. However, Atlantic House Investments Limited make no representation, guarantee, or warranty that it is wholly accurate and complete. The information provided in this material is confidential and only for use by its recipient. This material may not be disclosed or referred to any third party or distributed, reproduced, or used for any other purposes without the prior written consent of Atlantic House, any data provider and any other third party whose data is included herein and must be returned on request to Atlantic House and any copies thereof in whatever form destroyed.
Monday Dec 16, 2024
Monday Dec 16, 2024
Welcome back to Top of the Swaps with Charlie Parker and Mark Greenwood from Atlantic House Investments. In this episode, we delve into what the derivatives market suggests about the year ahead, offering a unique perspective on how political events and economic trends could shape the future.
We explore rising inflation, the global economic situation, and the impact of elections on market stability while sharing predictions and expert insights on the uncertain macro and political environment as we head into 2025.
Website
To learn more about Atlantic House Investments, visit atlantichousegroup.com.
Important information
Top of the Swaps is exclusively for professional investors only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
This is a marketing communication. This podcast is issued by Atlantic House Investments Limited and does not constitute or form part of any offer or invitation to buy or sell shares. It should be listened to in conjunction with reading the Fund’s Prospectus, Key Investor Information Document (“KIID”) or offering memorandum. Atlantic House Investments Limited is authorised and regulated by the Financial Conduct Authority FRN 931264. Atlantic House Investments Limited is a Private Limited Company registered in England and Wales, registered number 11962808. Registered Office: One Eleven Edmund Street, Birmingham. B3 2HJ.
The contents discussed within this podcast are based upon sources of information believed to be reliable. Atlantic House Investments Limited has taken reasonable care to ensure the information stated is accurate. However, Atlantic House Investments Limited make no representation, guarantee, or warranty that it is wholly accurate and complete. The information provided in this material is confidential and only for use by its recipient. This material may not be disclosed or referred to any third party or distributed, reproduced, or used for any other purposes without the prior written consent of Atlantic House, any data provider and any other third party whose data is included herein and must be returned on request to Atlantic House and any copies thereof in whatever form destroyed.
Friday Oct 25, 2024
Friday Oct 25, 2024
Hot take: How are derivatives reacting to shifts in US election polls?
For professional investor use only. Capital at risk.
Uncorrelated Strategies fund manager Tom Boyle talks through the market reaction to a recent shift in US election polls and how much volatility derivatives are suggesting could come around election day.
Website
To learn more about Atlantic House Investments, visit atlantichousegroup.com.
Important information
Top of the Swaps is exclusively for professional investors only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
This is a marketing communication. This podcast is issued by Atlantic House Investments Limited and does not constitute or form part of any offer or invitation to buy or sell shares. It should be listened to in conjunction with reading the Fund’s Prospectus, Key Investor Information Document (“KIID”) or offering memorandum. Atlantic House Investments Limited is authorised and regulated by the Financial Conduct Authority FRN 931264. Atlantic House Investments Limited is a Private Limited Company registered in England and Wales, registered number 11962808. Registered Office: One Eleven Edmund Street, Birmingham. B3 2HJ.
The contents discussed within this podcast are based upon sources of information believed to be reliable. Atlantic House Investments Limited has taken reasonable care to ensure the information stated is accurate. However, Atlantic House Investments Limited make no representation, guarantee, or warranty that it is wholly accurate and complete. The information provided in this material is confidential and only for use by its recipient. This material may not be disclosed or referred to any third party or distributed, reproduced, or used for any other purposes without the prior written consent of Atlantic House, any data provider and any other third party whose data is included herein and must be returned on request to Atlantic House and any copies thereof in whatever form destroyed.
Monday Sep 16, 2024
Monday Sep 16, 2024
Uncovering the market codes on future prices
For professional investor use only. Capital at risk.
In this episode Managing Director, Charlie Parker, is joined by Deputy CIO & Head of Investment Risk, Mark Greenwood. Mark unravels the clues the markets offer about the future inflation picture, the key indicators he closely monitors, and hints about what they are currently revealing about the market.
Website
To learn more about Atlantic House Investments, visit atlantichousegroup.com.
Important information
Top of the Swaps is exclusively for professional investors only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
This is a marketing communication. This podcast is issued by Atlantic House Investments Limited and does not constitute or form part of any offer or invitation to buy or sell shares. It should be listened to in conjunction with reading the Fund’s Prospectus, Key Investor Information Document (“KIID”) or offering memorandum. Atlantic House Investments Limited is authorised and regulated by the Financial Conduct Authority FRN 931264. Atlantic House Investments Limited is a Private Limited Company registered in England and Wales, registered number 11962808. Registered Office: One Eleven Edmund Street, Birmingham. B3 2HJ.
The contents discussed within this podcast are based upon sources of information believed to be reliable. Atlantic House Investments Limited has taken reasonable care to ensure the information stated is accurate. However, Atlantic House Investments Limited make no representation, guarantee, or warranty that it is wholly accurate and complete. The information provided in this material is confidential and only for use by its recipient. This material may not be disclosed or referred to any third party or distributed, reproduced, or used for any other purposes without the prior written consent of Atlantic House, any data provider and any other third party whose data is included herein and must be returned on request to Atlantic House and any copies thereof in whatever form destroyed.
Thursday Sep 12, 2024
Thursday Sep 12, 2024
For professional investor use only. Capital at risk.
If you like derivative-based puns, this is the place for you. Introducing 'Top of the Swaps', a podcast aiming to help multi-asset investors use derivatives to improve client outcomes, brought to you by people from across our team.
Website
To learn more about Atlantic House Investments, visit atlantichousegroup.com.
Important information
Top of the Swaps is exclusively for professional investors only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
This is a marketing communication. This podcast is issued by Atlantic House Investments Limited and does not constitute or form part of any offer or invitation to buy or sell shares. It should be listened to in conjunction with reading the Fund’s Prospectus, Key Investor Information Document (“KIID”) or offering memorandum. Atlantic House Investments Limited is authorised and regulated by the Financial Conduct Authority FRN 931264. Atlantic House Investments Limited is a Private Limited Company registered in England and Wales, registered number 11962808. Registered Office: One Eleven Edmund Street, Birmingham. B3 2HJ.
The contents discussed within this podcast are based upon sources of information believed to be reliable. Atlantic House Investments Limited has taken reasonable care to ensure the information stated is accurate. However, Atlantic House Investments Limited make no representation, guarantee, or warranty that it is wholly accurate and complete. The information provided in this material is confidential and only for use by its recipient. This material may not be disclosed or referred to any third party or distributed, reproduced, or used for any other purposes without the prior written consent of Atlantic House, any data provider and any other third party whose data is included herein and must be returned on request to Atlantic House and any copies thereof in whatever form destroyed.
Thursday Sep 12, 2024
Thursday Sep 12, 2024
Can the market provide the predictability anxious investors seek?
For professional investor use only. Capital at risk.
In the first podcast of the series, CEO & CIO Tom May is joined by Managing Director Charlie Parker to discuss the impact of anxiety, World Cup wins, and everyday events on investment outcomes, and what anxious investors can do to find predictability in an uncertain world.
Website
To learn more about Atlantic House Investments, visit atlantichousegroup.com.
Important information
Top of the Swaps is exclusively for professional investors only. Private investors should contact their financial adviser.
Past performance is not a guide to future performance. The value of your investments may go down as well as up and investors may not get back the amount originally invested. Capital is at risk.
This is a marketing communication. This podcast is issued by Atlantic House Investments Limited and does not constitute or form part of any offer or invitation to buy or sell shares. It should be listened to in conjunction with reading the Fund’s Prospectus, Key Investor Information Document (“KIID”) or offering memorandum. Atlantic House Investments Limited is authorised and regulated by the Financial Conduct Authority FRN 931264. Atlantic House Investments Limited is a Private Limited Company registered in England and Wales, registered number 11962808. Registered Office: One Eleven Edmund Street, Birmingham. B3 2HJ.
The contents discussed within this podcast are based upon sources of information believed to be reliable. Atlantic House Investments Limited has taken reasonable care to ensure the information stated is accurate. However, Atlantic House Investments Limited make no representation, guarantee, or warranty that it is wholly accurate and complete. The information provided in this material is confidential and only for use by its recipient. This material may not be disclosed or referred to any third party or distributed, reproduced, or used for any other purposes without the prior written consent of Atlantic House, any data provider and any other third party whose data is included herein and must be returned on request to Atlantic House and any copies thereof in whatever form destroyed.