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Tricio Monthly Insights - Brace for Trump turmoil

Our investment monthly for November 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column looks at a new type of greenwashing. Investing for Yield suggests that the increase in bond volatility can be useful, on the view that the 2023 peak in core market yields will hold. Under the Bonnet looks at volatility-controlled equity market strategies. Jargon Buster discusses the 'incidence' of taxes - an economists way of pointing out that it is not always obvious who pays the tax! To receive this and other publications please subscribe to Tricio Insights.

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