Our investment monthly for May 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We kept our asset allocation unchanged, but May will be a key month for central bank action and signalling. In our regular features, we look at Green bonds in our ESG investments column. Investing for Yield looks at beating inflation. Under the Bonnet looks at interest rate swaps and collars, while Jargon Buster discusses the VIX and the new 1-day VIX. To receive this and other publications please subscribe to Tricio Insights.
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See AllOur round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Italian bond yields that have been falling - more ahead? Our Review section l
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
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US retailers as the market is rewarding some, and punishing others. Will this
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