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Investment Solutions
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Through partnership with financial advisers, we offer a range of Risk Rated Model Portfolios. The portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost.
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Our Model Portfolios have been awarded the highest 5 Star Risk Rating by Defaqto. In addition, the portfolios are available on a wide range of platforms including Standard Life, Fidelity Funds Network Fundment, Aviva, Aegon, Zurich, Transact and Embark.
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Effective View Formation and Smart Optimisation: A Better Way to Invest Over Time
In today’s fast-moving financial world, investors are constantly looking for smarter ways to grow their money. One powerful approach combines creative idea generation, advanced optimisation models like Black-Litterman, and strong risk management. Together, these tools can help deliver better investment returns over the medium term. Let’s break down how this works. View Formation: The Power of Creative Ideas in View Formation Great investment strategies often start with fresh

Andrew Thompson
5 days ago4 min read


Investment Update October 2025
Key Highlights: US equity markets recorded their best September since 2010, with the S&P 500 rising 3.5% and the Nasdaq gaining 5.6%....

ABP Team
Oct 35 min read


Investment Update September 2025
Key Highlights: US Producer Price Inflation  rose to 3.3%, marking the largest monthly increase since March 2022. The S&P 500  posted...

ABP Team
Sep 27 min read


Investment Update August 2025
Key Highlights: Longer-dated government bond yields  rose across markets during the first half of the year, reflecting higher borrowing...

ABP Team
Aug 47 min read


Investment Update July 2025
Key Highlights: The  Trump pivot on tariffs  marked a shift from a broad deal-making agenda to interim agreements, with a 10% tax...

ABP Team
Jul 36 min read


Investment Update June 2025
Key Highlights: U.S. equities posted strong gains, with the S&P 500 rising 9.6% and the Nasdaq advancing 10.2%, supported by strength in...

ABP Team
Jun 36 min read


Investment Update May 2025
Key Highlights: Market volatility  resurfaced in April, with the S&P 500 falling over 10% at one stage before closing down just -0.76%....

ABP Team
May 76 min read


Investment Update April 2025
Key Highlights: The Trump Administration’s accelerated domestic agenda signals a strategic retreat from global roles in favour of...

ABP Team
Apr 26 min read


Investment Update March 2025
Key Highlights: Market volatility  increased in February, with the S&P 500 declining by 3% amid geopolitical uncertainties and economic...

ABP Team
Mar 55 min read


Investment Update February 2025
Key Highlights: US Real GDP growth  reached 3.2%, exceeding global peers, prompting the Federal Reserve to keep interest rates on hold...

ABP Team
Feb 36 min read


Investment Update January 2025
Key Highlights:Â December saw record inflows into US equities , driven by optimism around domestic rebuilding policies. Valuations...

ABP Team
Jan 66 min read


Investment Update December 2024
Key Highlights The decisive victory of Donald Trump in the US presidential election has fuelled optimism in equity markets, driven by...

ABP Team
Dec 2, 20247 min read


Investment Update November 2024
October proved to be a roller coaster month for risk assets and portfolios overall as liquidity and positive sentiment raised valuations...

ABP Team
Nov 1, 20245 min read


Investment Update October 2024
No matter how the results play out, September’s 0.5% rate cut by the United States Federal Reserve will mark a turning point for markets....

ABP Team
Oct 1, 20245 min read


Investment Update September 2024
Gone are the days of a gentle August it seems. During the month, for a short period, equity market volatility denoted by the VIX Index...

ABP Team
Sep 2, 20245 min read


Investment Update August 2024
Events surrounding the forthcoming US election and their implications pushed and pulled markets during July for the first time in several...

ABP Team
Aug 1, 20245 min read


Investment Update July 2024
A confluence of the business and debt refinancing cycles and some subtle electioneering from the US Treasury in the form of fiscal QE...

ABP Team
Jul 2, 20245 min read


Investment Update June 2024
May proved a more positive month than April for risk assets. Notably, industrial commodities surged ahead with mainstream equities...

ABP Team
Jun 3, 20244 min read


Investment Update - May 2024
Overall, April marked further progress at portfolio level, although it must be noted that volatility made an unwelcome return. In a...

ABP Team
May 7, 20246 min read


Investment Update April 2024
The first quarter 2024 has been positive for investors in Alpha Beta Partners portfolios. March witnessed some important milestones –...

ABP Team
Apr 4, 20245 min read

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