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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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FX market participants continue to trade off of interest rate differentials - and expectations of changes in the differentials. Fed rate hike expectations have disappeared lately and the USD has lost

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