Our investment monthly for November provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. In the markets section we look at new all-time highs in the S&P 500, GBP and the strength that it has exhibited so far this year, and the upswing in the CRB commodity futures index. The underperformance of the MSCI China index and pullback in Brazilian shares is discussed in our emerging markets section. In our regular features - ESG looks at the UK's NS&I 3-yr. green bond, Investing for Yield looks at dividend paying equities, Under the Bonnet examines different ways to measure inflation, Jargon Buster explains stagflation. To receive this and other publications regularly, 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 regular Spotlight feature looks at the US banks which on balance should benefit if the yield curve continues to s
The currency market is at a key juncture. Major central banks may be near their 'peak' rate for this cycle, while the Bank of Japan has kept rates below 0% and is still offering a lot of stimulus to t
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 US coupon curve (spread of 10-yr. note yield vs. 2-yr. note yield) which h
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