Episode 7 - 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 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.