Our investment monthly for May provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. In the markets section we examine the chase for returns that could see investors turn to 'catch up' ideas as sector rotation continues. Bond and credit markets are consolidating, while the USD is mixed. Some emerging markets did well as USD bond yields consolidated, but as US/China tensions may escalate, broad indices (where Chinese firms makes up 30% or more of the holdings) may lag single-country or ex-China investments. In our regular features - ESG examines lessons from the ESL story . Investing for Yield looks at bank dividends in the US, Eurozone and UK, Under the Bonnet examines the Climate Bonds Initiative and Jargon Buster explains what 'base effects' really means for inflation. To receive this and other publications regularly, 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 falling price of Brent Crude oil. Fears of global recession and the need f
Rate hike expectations are shifting swiftly across the major FX rates as US bank wobbles and fears spread. This is making FX rates jumpy, and further choppy trading looks likely in the near term. Our
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 bank wobbles and the risk of this spreading. We don't expect things to
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