Our investment monthly for November provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we kept our asset allocation weights unchanged. In our regular features, we examine whether SDR can stop funds from greenwashing in the UK in our ESG investments column. Investing for Yield looks at UK REITS. Under the Bonnet looks at rising rates and government debt, while Jargon Buster explains long term asset funds (LTAF). To receive this and other publications 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 US banks which on balance should benefit if the yield curve continues to s
The 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
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