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FEATURED


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


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


Rising Yields and Persistent Spending: The New Bond Market Reality
Nov 2024 The era of ultra-low bond yields is over as governments face significant investment demands on top of existing spending commitments
Nov 21, 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


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 & Global Tactical Asset Allocation
Nov 2023. Alan Dunne featured on Top Traders Unplugged podcast speaking about Trend Following and Global Tactical Asset Allocation.
Nov 21, 2023


Opportunities in FX fuelled by the FED
Sep 2023. Alan Dunne joined Top Traders Unplugged podcast to speak about global markets, asset allocation and opportunities in FX markets.
Sep 27, 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 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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