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Tricio Monthly Insights - Focus on central banks still

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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Central bank rate change divergence is likely to build over the summer. The RBNZ meets o/n and it will be interesting to see if they push rates higher again or pause. The USD is holding steady or gain

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