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Tricio Monthly Insights - Start as you mean to go on...

Our investment monthly for February 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column discusses socially responsible returns. Investing for Yield looks at European corporate bond yields. Under the Bonnet looks at real rates as inflation falls and Jargon Buster discusses opportunity cost. To receive this and other publications please subscribe to Tricio Insights.

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Focus - Currency Matters February 2024

Expectations of early central bank rate cuts were reappraised over the last month. We maintain our view that the USD is liable to slip this year. Key levels are in play in USD/JPY, but we expect a Y14

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