Our investment monthly for March 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we kept our asset allocation unchanged, but did spend a lot of time talking about the robust economic data coming out of the US at our investment committee meeting. In our regular features, we look at turning values into investment actions in our ESG investments column. Investing for Yield looks at US corporate bonds. Under the Bonnet looks at the US debt ceiling, while Jargon Buster explains portfolio optimisation. To receive this and other publications please subscribe to Tricio Insights.
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See AllOur 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 banks which on balance should benefit if the yield curve continues to s
The 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
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