Tricio Monthly Insights - Last quarter of a soggy year

Our investment monthly for October provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we discuss reducing our allocation to UK large cap equities from 'Overweight' to 'Neutral'. We also increased our allocations to US sovereign bonds (10-yr. notes) and TIPS from 'Neutral' to 'Overweight'. In our regular features, we continued our discussion of materiality, trade-offs and decisions that wealth managers and advisors face in making ESG investments. Investing for Yield looks at sovereign bond yields and TIPS in the US and higher yields in the gilt market in the UK which may offer a more attractive income than has been available for some time. Under the Bonnet looks at the US mid-term elections, while Jargon Buster explains Liability Driven Investment strategies and the gilt market disruption. To receive this and other publications please subscribe to Tricio Insights.

Recent Posts

See All

Our investment monthly for December provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we raised our asset allocation to UK small-cap shar

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 European STOXX 600 Food & Beverage sector and some key shares. We discuss