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
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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.
S&P 500 Slump: Peter Berezin on Why a Recession Is Imminent
Aug 2024. Alan Dunne spoke with Peter Berezin, of BCA Research, about why he sees a US recession and the S&P 500 falling to 3750.
Trend Following & Global Tactical Asset Allocation
Nov 2023. Alan Dunne featured on Top Traders Unplugged podcast speaking about Trend Following and Global Tactical Asset Allocation.
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.
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 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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