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Gold's Place in the All-Weather Portfolio
Nov 2025. Gold is having a moment. Here, Alan Dunne explores the case, the context and the call of gold in the all-weather portfolio.


Solving the Investor's Dilemma
Sep 2025.
How to build a portfolio to capture equity gains but manage the downside.


Think Business Podcast
Sep 2025. Alan Dunne joined John Kennedy on Bank of Ireland's Think Business Podcast to chat about the growth of family offices in Ireland.


Newstalk Breakfast Business
Sep 2025. Alan Dunne joined Newstalk's Breakfast Business show to preview the ECB meeting and discuss US inflation data and the surge in Oracle's share price.


The Fed at a Crossroads
Aug 2025. The fight to choose the next Federal Reserve Chair could be the most consequential since Paul Volcker’s appointment in 1979


Built for the Last Decade: The Hidden Risks In Today's Portfolios
June 2025. While portfolios appear diversified, with allocations to multiple asset classes, the actual level of resilience is often much weaker.


Building All Weather Portfolios for a New Macro Regime
June 2025. Portfolios need to be robust enough to navigate uncertainty, not optimized for a single forecast.


All Roads Lead to Higher Bond Yields
Jun 2025 Alan Dunne featured on Top Traders Unplugged discussing why all roads lead to higher bond yields.


Investing in the Trump Era: Rethinking Asset Allocation
May 2025. We address two key questions on investors' minds: Are we entering a new regime for investing — and what does that mean for asset allocation?


Newstalk Breakfast Business
March 2025. Alan Dunne joined Joe Lynam on Newstalk's Breakfast Business to discuss the latest market news.


Beyond ‘stay invested’: Managing uncertainty with systematic strategies
March 2025. With traditional diversification facing new challenges, investors may benefit from rules based systematic strategies.


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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