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Tricio Monthly Insights - Central banks still in focus

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.

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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

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