Dec 2024. Alan Dunne spoke with Paul Donovan Chief Economist, Global Wealth Management at UBS, about the global economic outlook.

Nov 2024 The era of ultra-low bond yields is over as governments face significant investment demands on top of existing spending commitments

Sep 2024. Having a plan, diversifying effectively and allocating to systematic strategies can help investors navigate uncertain markets.

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.

Higher bond yields make bonds investable again but the changed rates and macro landscape calls for a rethink of traditional asset allocation

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

Oct 2023. Greater dispersion in rates is driving stronger trends and trading opportunities in FX markets.

June 2023. Our latest investment outlook examines why monetary policy has been blunted

May 2023 Alan Dunne joined Top Traders Unplugged to discuss global macro, building alts portfolios and using risk mitigation strategies.

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

Sept 2022. Rising stagflation risks and persistently hawkish centrals banks will continue to be headwinds equities in the coming months.

July 2022. The Fed may have to tolerate higher inflation as the trade-off between inflation and unemployment re-emerges.

This article appeared in the Sunday Times on 24th April 202

31st Jan 2022. The Fed may either have to raise rates or reduce the balance sheet more aggressively to tackle inflation.