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Tricio Monthly Insights - Running with recession risk

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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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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