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