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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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Central bank rate change divergence is likely to build over the summer. The RBNZ meets o/n and it will be interesting to see if they push rates higher again or pause. The USD is holding steady or gain

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