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Tricio Monthly Insights - Bring on the New Year!

Our investment monthly for January 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we kept our asset allocation views unchanged, but we note that China's exit from their zero-Covid policy and support for the property sector may be positive factors this year. We will keep an eye on this and may raise our China equity allocation from underweight at some point, but note the near-term risks. In our regular features, we look back at 2022 in our ESG investments column. Investing for Yield looks at emerging market bond funds. Under the Bonnet looks at US inflation, while Jargon Buster explains what some of the ESG terms really mean. To receive this and other publications please subscribe to Tricio Insights.

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