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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 July 2024

Currency markets are still being driven by central bank rate move expectations. The ECB meets next week, the Fed and BoJ at the end of July and the BoE on 1st August. We still look for the USD to retr

EFI Q3 - Rate cuts in play

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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