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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?


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.


Alternative investments and the paradigm shift in asset allocation
Dec 2024. Alternatives can serve as a cornerstone of resilient portfolios but their success depends on thoughtful integration.


Rising Yields and Persistent Spending: The New Bond Market Reality
Nov 2024 The era of ultra-low bond yields is over as governments face significant investment demands on top of existing spending commitments


Opportunities in FX fuelled by the FED
Sep 2023. Alan Dunne joined Top Traders Unplugged podcast to speak about global markets, asset allocation and opportunities in FX markets.
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