Our investment monthly for October provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. In the markets section we look at the FTSE 100 in the UK, the potential for USD gains to extend further, and look at the breakout in energy prices. The prospects for the Indian SENSEX is discussed in our emerging markets section. In our regular features - ESG looks at greenwashing. Investing for Yield looks at Carnival bonds, Under the Bonnet examines hedging equity market risk, Jargon Buster explains relative and absolute returns. To receive this and other publications regularly, please subscribe to Tricio Insights.
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See AllThe USD is surging again as strong economic activity and hot inflation readings in the US shift rates higher. We look at the money market curves, central bank policies, and ponder whether the USD gain
Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the FTSE 100 - low valuations argue for investor attention, as does the attra
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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