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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.
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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.
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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.
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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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The Transmission Mechanism of Monetary Policy
June 2023. Our latest investment outlook examines why monetary policy has been blunted
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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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Buckle up for quantitative tightening
This article appeared in the Sunday Times on 24th April 202
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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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