Our investment monthly for August provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. In the markets section we look at the Russell 2000 in the US, GBP gains, and mixed commodity markets so far in 2021. The underperformance of Chinese equities is discussed in our EM section. In our regular features - ESG looks at the do's and don'ts for advisers, Investing for Yield looks at UK equity yield ideas (ETFs), Under the Bonnet examines cryptocurrencies as alternative assets, Jargon Buster explains inflation linked bonds. To receive this and other publications regularly, please subscribe to Tricio Insights.
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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 FTSE 250. The index usually rises the year after a negative return year, b
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at NVIDIA and the NASDAQ 100 as chips are seemingly in play for the AI dream. Our
Central bank rate change divergence is likely to build over the summer. The RBNZ meets o/n and it will be interesting to see if they push rates higher again or pause. The USD is holding steady or gain
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