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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See AllThe currency market is at a key juncture. Major central banks may be near their 'peak' rate for this cycle, while the Bank of Japan has kept rates below 0% and is still offering a lot of stimulus to t
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the US coupon curve (spread of 10-yr. note yield vs. 2-yr. note yield) which h
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US rate expectations with the Fed meeting this week. Our Review section looks
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