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.
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See AllThe 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
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US rate expectations with the Fed meeting this week. Our Review section looks
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