top of page

Tricio Monthly Insights - Punch bowl removal begins

  • Nov 3, 2021
  • 1 min read

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.

Recent Posts

See All
Focus - Currency Matters July 2026

In our latest Currency Matters publication we discuss the effect of the resumed US war in Iran and potential central bank/rate and FX expectations. The BoJ and RBNZ raised rates last month and Fed Cha

 
 
 
Economics for Investment Q3 - Riding the AI boom

Our latest Economics for Investment flagship publication provides clients with detailed economic and market information on the major economies - US, China, Eurozone, UK and Japan. The conflict with Ir

 
 
 

Comments


bottom of page