Tricio Monthly Insights - Summer lull or storm about to break?

Our investment monthly provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. And in our regular features - ESG looks at the screening process for stock selection in ESG funds, Investing for Yield looks at the risks underlying bond ETFs, Under the Bonnet continues with our primer on structured product funds and Jargon Buster explains how index-linked gilts are priced. To receive this and other publications regularly, please subscribe to Tricio Insights.

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House prices have risen strongly in the last couple of years in the US, Canada, UK, Germany and Australia after over a decade of prior steady gains, taking valuations to high levels. But housing marke