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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See AllThe USD is surging again as strong economic activity and hot inflation readings in the US shift rates higher. We look at the money market curves, central bank policies, and ponder whether the USD gain
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Our flagship publication, Economics for Investment, is just released to clients. It uses our SOLVER model to assess the economic outlook and draw out investment implications (Stage of the cycle, Outlo
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