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Tricio Monthly Insights - Light at the end of the tunnel

Our investment monthly for November provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. We look at some equity market ideas with a view on the potential great rotation if the announcement of a Covid-19 vaccine changes investors view on Covid-19 'moat' shares and sectors. We also look at rising yields in core government bond markets and the steepening US yield curve. In our regular features - ESG looks at why the US is lagging in ESG investment AUM. Investing for Yield looks at the banks sector, Under the Bonnet casts an eye on inverse ETFs and Jargon Buster explains the velocity of money. To receive this and other publications regularly, please subscribe to Tricio Insights.

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Focus - Currency Matters February 2024

Expectations of early central bank rate cuts were reappraised over the last month. We maintain our view that the USD is liable to slip this year. Key levels are in play in USD/JPY, but we expect a Y14

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