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Tricio Monthly Insights - Rising bond yields

Our investment monthly for March provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. In the markets section we again look at rising bond yields with knock-on effects in other markets. In our regular features - ESG examines how ESG principles are expanding in the investment world, and the differences between doing good and being seen to be doing good. Investing for Yield looks at REITs again for bargain hunting clues, Under the Bonnet examines the risk of Tesla volatility and the S&P 500 Consumer Discretionary sector and Jargon Buster explains what equity risk premium is. To receive this and other publications regularly, please subscribe to Tricio Insights.

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Focus - Currency Matters February 2024

Expectations of early central bank rate cuts were reappraised over the last month. We maintain our view that the USD is liable to slip this year. Key levels are in play in USD/JPY, but we expect a Y14

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