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Tricio Monthly Insights - Discounting risk

Our investment monthly for April provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. This month, we look at how investors are discounting risk, with equity markets recovering and bond yields rising. In our regular features, we highlight the difficulties facing ESG investors in March. Investing for Yield looks at Eurozone banks, Under the Bonnet examines the MSCI EM and MSCI ex-China indices, while Jargon Buster looks at the terminal rate in the US. To receive this and other publications please subscribe to Tricio Insights.

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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t


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