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Tricio Monthly Insights - Rebalancing time?

Our investment monthly for March 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column discusses energy for the future. Investing for Yield looks at Emerging Market hard currency bond funds. Under the Bonnet looks at what is actually in US small-cap indices and Jargon Buster discusses relative performance. To receive this and other publications please subscribe to Tricio Insights.

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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t

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