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The US Dollar Trilemma
Feb 2025. Can the US balance a desire for a weak dollar to boost manufacturing while keeping its reserve status and funding the deficit?
Feb 24, 2025


Why Investors Under-Allocate to Trend Following
Mar 2024 Alan Dunne discusses market parallels to the 1990s, UBS Global Investment Returns insights & the case for diversifying strategies.
Mar 26, 2024


Stocks for the long run? History tells us equities aren't always king
February 2024. Uncover the truth about equities and their performance over time.
Feb 19, 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


Bringing Back “Crisis Alpha”
Mar 2023 What is crisis alpha and how can CTAs deliver it? Here we share perspectives on crisis alpha from some of the leading CTAs.
Mar 10, 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


Why Global Macro may be part of the solution as investors reassess the 60-40 portfolio
This article appeared in the FM Report on 29th April 2022.
May 2, 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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