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Tricio Monthly Insights - Best start in forty years?

Our investment monthly for July 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We kept our asset allocation unchanged, but did discuss the risk of China devaluing their currency in a bid to stimulate their economy. This bears watching. In our regular features, our ESG investment column discusses the need for better ESG indices, not more of them. Investing for Yield looks at cash being king again. Under the Bonnet looks at the Fed's dot-plots, while Jargon Buster discusses thematic investing. To receive this and other publications 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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