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Tricio Monthly Insights - Acceptable risks?

Our investment monthly for June provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. In the markets section we examine equities that are still finding buyers near all-time highs. Bond and credit markets continue to mark time, while GBP is holding up. Emerging markets are examined to see if they are worth the risk. In our regular features - ESG examines the US story, Investing for Yield looks at the higher risk and higher yield available in EM bonds, Under the Bonnet examines decrement indices and structured products, Jargon Buster explains what commodity super cycle means. To receive this and other publications regularly, please subscribe to Tricio Insights.

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Focus - Currency Matters February 2024

Expectations of early central bank rate cuts were reappraised over the last month. We maintain our view that the USD is liable to slip this year. Key levels are in play in USD/JPY, but we expect a Y14

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