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FEATURED


The Fed at a Crossroads
The fight to choose the next Federal Reserve Chair could be the most consequential since Paul Volcker’s appointment in 1979
Aug 18, 2025


Crafting the Perfect Investment Portfolio
Jan 2025 Alan Dunne discussed asset allocation, current markets, and alternative investments
Feb 10, 2025


Newstalk Breakfast Business
Feb 2025. Alan Dunne joined Joe Lynam on Newstalk's Breakfast Business to discuss the latest market news.
Feb 6, 2025


Are We Being Deceived by Economic Data?
Dec 2024. Alan Dunne spoke with Paul Donovan Chief Economist, Global Wealth Management at UBS, about the global economic outlook.
Dec 24, 2024


China's Market Rebound: From Chaos to Opportunity
Oct 2024. Alan Dunne chatted with Louis Gave to get his thoughts on China's recent economic stimulus measures and the broader macro outlook.
Oct 26, 2024


Summer Slump Shows Importance of Sticking to a Plan
Sep 2024. Having a plan, diversifying effectively and allocating to systematic strategies can help investors navigate uncertain markets.
Sep 2, 2024


S&P 500 Slump: Peter Berezin on Why a Recession Is Imminent
Aug 2024. Alan Dunne spoke with Peter Berezin, of BCA Research, about why he sees a US recession and the S&P 500 falling to 3750.
Aug 30, 2024


Trend Following as a Return Enhancement Overlay
May 2024. Alan Dunne spoke on Top Traders Unplugged about why Trend following may have a role in portfolios as a Return Enhancing Overlay.
May 31, 2024


Global risk factors only raise value of diversity in investing
This article appeared in the Sunday Times on 30th July 2023.
Jul 31, 2023


The Transmission Mechanism of Monetary Policy
June 2023. Our latest investment outlook examines why monetary policy has been blunted
Jun 28, 2023


The Market Impact of CTAs and Trend Followers
Mar 2023. Alan Dunne spoke on Top Traders Unplugged podcast about current macro themes and the positioning and market footprint of CTAs.
Mar 6, 2023


Are markets priced for perfection?
January 2023. Alan Dunne appeared on Top Traders Unplugged podcast to discuss current markets.
Feb 1, 2023


Long and variable lags
December 2022. As monetary tightening impacts with long and variable lags, expectations for a soft landing may be misplaced.
Dec 16, 2022


The Return of the Philips Curve
July 2022. The Fed may have to tolerate higher inflation as the trade-off between inflation and unemployment re-emerges.
Jul 7, 2022


Buckle up for quantitative tightening
This article appeared in the Sunday Times on 24th April 202
Apr 25, 2022


The Fed tightening cycle: is this the end of gradualism?
31st Jan 2022. The Fed may either have to raise rates or reduce the balance sheet more aggressively to tackle inflation.
Jan 30, 2022
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