Our investment monthly for January 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We changed our asset allocation and reduced our US Investment Grade credit weighting to 'neutral' from 'overweight'. This was done on the view that yield spread compression over Treasury yields has come a long way and further tightening may be difficult. We raised our weighting in US small-cap equites to 'overweight' from 'neutral', taking the view that this part of the equity market may continue to do well if the US avoids a hard landing in 2024. In our regular features, our ESG investment column discusses how ESG investing is not dead, but needs a rethink. Investing for Yield looks at the slide in bond market yields and takes the view that if yields have peaked, pullbacks may offer opportunities. Under the Bonnet looks at why UK inflation is so high and Jargon Buster discusses the Magnificent Seven and looks at alternative ideas. To receive this and other publications please subscribe to Tricio Insights.
top of page
Search
Recent Posts
See AllOur investment monthly for May 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column discusses gr
Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the US 10-yr. note and how buyers are stepping into the market again. Our Rev
Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the lofty S&P 500 and the long-term bull trend. Our Review section looks at U
bottom of page