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Tricio Monthly Insights - Soggy start to 2022

Our investment monthly for February provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. This month, we look at how equities and fixed income markets around the world have been reacting to the prospect of more rate hikes. In our regular features, we highlight some key opportunities and challenges on ESG investment for 2022. Investing for Yield highlights opportunities with European income shares, Under the Bonnet the reasons behind the surge in oil price and Jargon Buster looks stewardship duties and activist investments. To receive this and other publications please subscribe to Tricio Insights.

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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

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