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.
Global risk factors only raise value of diversity in investing
This article appeared in the Sunday Times on 30th July 2023.
The Transmission Mechanism of Monetary Policy
June 2023. Our latest investment outlook examines why monetary policy has been blunted
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.
Buckle up for quantitative tightening
This article appeared in the Sunday Times on 24th April 202
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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