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Tricio Monthly Insights - Relief rally, or more?

Our investment monthly for December provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we raised our asset allocation to UK small-cap shares to 'overweight', in line with the views that we outlined in our last webinar. In our regular features, we examine passive investing in green energy in our ESG investments column. Investing for Yield looks at short-dated bond funds. Under the Bonnet looks at US yield curves, while Jargon Buster explains what is going on with the 'missing workers' in the US and UK. To receive this and other publications please subscribe to Tricio Insights.

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FX market participants continue to trade off of interest rate differentials - and expectations of changes in the differentials. Fed rate hike expectations have disappeared lately and the USD has lost

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