Tricio Monthly Insights - Santa rally hopes!

gcelaya2
Dec 9, 2024
1 min read

Our investment monthly for December 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column looks at investing in a Trump 2.0 world. Investing for Yield takes another look at REITs. Under the Bonnet looks at the US/China tariffs from Trump's first term (2016 to 2020). Jargon Buster discusses benchmarking. To receive this and other publications please subscribe to Tricio Insights.

Recent Posts

See All

Weekly Talking Points - UK/Japan inflation worth watching - 17 November 2025

Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we look ahead to inflation readings due in the UK and Japan this week. Our weekl

Focus - Currency Matters November 2025

In our latest Currency Matters publication we discuss the hawkish Fed rate cut and our view that this will provide limited USD support. On the charts we expect USD sellers to step up near current leve

Weekly Talking Points - Waiting for BoE, US ISM data - 03 November 2025

Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we look ahead to the Bank of England meeting and US ISM data. Our weekly Spotlig

Comments