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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See AllOur round-up of what to expect in the coming week and the key events of last week. The US election is front and centre of market...
Our round-up of what to expect in the coming week and the key events of last week. Economic data from the US will be hot and heavy this...
US 10-yr. note yields have climbed above 4.20% recently as better than expected US economic data has shifted Fed rate cut expectations....
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