Tricio Monthly Insights - Summer spending may be key

Our monthly Insights for June 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. The US war in Iran has shifted energy prices, bond yields and expectations of central bank rate moves. The consumer is being squeezed and how they hold up over the summer may be key.

In our regular features, our ESG investment column looks at less tech heavy options. Investing for Yield looks at rising yield cycle risk. Under the Bonnet discusses fund manager predictability and Jargon Buster looks at 5Y5Y forward inflation expectations.

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