Tricio Monthly Insights - Data dependency to the rescue...

Our investment monthly for August provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we discuss raising our asset allocation to German bunds, UK Gilts, US high yield corporate bonds and UK corporate bonds to neutral. In our regular features, we discuss whether ESG investment decisions are done with a straitjacket approach, or should reward improvement efforts. Investing for Yield looks at US high yield corporate bonds, Under the Bonnet discusses reverse convertibles, while Jargon Buster explains the ECB's latest tool, TPI. To receive this and other publications please subscribe to Tricio Insights.