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Does Germany need a new economic model?
Jan 2025. The question isn’t just whether it can regain momentum; it’s whether a new model is required for the evolving international order.
Jan 21, 2025


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


The Return of Currency and Carry - Time to Allocate To FX Traders?
Oct 2023. Greater dispersion in rates is driving stronger trends and trading opportunities in FX markets.
Oct 13, 2023


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


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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