Our investment monthly for September 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We raised our asset allocation to investment grade credit to 'overweight' from 'neutral'. In our regular features, our ESG investment column discusses diversity, equity and inclusion (DEI). Investing for Yield looks at short duration bonds. Under the Bonnet looks at China's slowdown, while Jargon Buster discusses Goldilocks. To receive this and other publications please subscribe to Tricio Insights.
top of page
+44 (0)20 3855 5830
Search
Recent Posts
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
bottom of page