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Tricio Monthly Insights - US goes to war

Our monthly Insights for March 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We expect near term uncertainty over the scope and duration of the US war on Iran to drive sharp market swings. In our regular features, our ESG investment column looks at emerging market exposure. Investing for Yield looks at emerging market income ideas. Under the Bonne t covers China's GDP trends and Jargon Buster looks at the USMCA tre

Weekly Talking Points - US attack on Iran will be key - 02 March 2026

Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we look at the US attack on Iran and possible fallout. Our weekly Spotlight is on World Consumer Staples! Our review section looks at US economic data, the changing US tariff regime, AI wobbles and flight to safety into US bonds. To read more please subscribe.

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