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Tricio Monthly Insights - Summer time sun?

Our investment monthly for June 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column looks at the three stage rocket analogy for sustainable investment. Investing for Yield looks at US TIPS. Under the Bonnet looks at Housing in the CPI and Jargon Buster discusses Restrictive monetary policy. To receive this and other publications please subscribe to Tricio Insights.

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Focus - Currency Matters July 2024

Currency markets are still being driven by central bank rate move expectations. The ECB meets next week, the Fed and BoJ at the end of July and the BoE on 1st August. We still look for the USD to retr

EFI Q3 - Rate cuts in play

Our flagship publication, Economics for Investment, is just released to clients. It uses our SOLVER model to assess the economic outlook and draw out investment implications (Stage of the cycle, Outlo

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