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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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 FTSE 250. The index usually rises the year after a negative return year, b
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at NVIDIA and the NASDAQ 100 as chips are seemingly in play for the AI dream. Our
Central bank rate change divergence is likely to build over the summer. The RBNZ meets o/n and it will be interesting to see if they push rates higher again or pause. The USD is holding steady or gain
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