Tricio Monthly Insights - Hope for peace and AI stability

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Our monthly Insights for August 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. The US war in Iran escalated in July but we hope that a ceasefire can be struck this month. AI sentiment wobbles took a toll on high flying sectors and indices, a period of stability may be welcomed by investors.

In our regular features, our ESG investment column looks at Green cars. Investing for Yield looks at China exposure. Under the Bonnet discusses US wage growth and Jargon Buster looks at Shiller's excess CAPE yield.

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