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Tricio Monthly Insights - Near the end of the hiking cycle?

Our investment monthly for August 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We kept our asset allocation unchanged, but did spend a lot of time discussing valuations of the major equity markets. In our regular features, our ESG investment column discusses different ESG ETFs and why investors need to do their homework with regards to what the holdings are. Investing for Yield looks at inflation-linked bonds. Under the Bonnet looks at why UK inflation is so sticky, while Jargon Buster discusses deflation vs disinflation. To receive this and other publications please subscribe to Tricio Insights.

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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t


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