Our investment monthly for November 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We kept our asset allocation unchanged, but continue to consider increasing the weighting to high yield credit as yields have risen (and spreads). In our regular features, our ESG investment column discusses the need to do more than tick a box and use a quantitative ranking, as the qualitative factors can be very important. Investing for Yield looks at long dated USD, EUR and GBP debt. Under the Bonnet looks at US deficit worries, while Jargon Buster discusses what higher for longer really means. 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 focus will be on the PCE reading in the US this week, the Fed's favourite inflation measure. The Bank of Canada
Our round-up of what to expect in the coming week and the key events of last week. The focus will be on the ECB meeting this week. They may not cut rates, but investors will be keenly watching for an
Currency markets are still being driven by central bank rate move expectations. The ECB meets next week, the Fed and BoJ at the end of July and the BoE on 1st August. We still look for the USD to retr
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