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Tricio Monthly Insights - Think, think, think...

Our investment monthly for June provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we discuss raising our asset allocation to US TIPS to market neutral. In our regular features, we discuss climate change indices for ESG investors. Investing for Yield looks at emerging market bonds, Under the Bonnet discusses stablecoins, while Jargon Buster examines equal weight vs. market capitalisation weighted equity indices. To receive this and other publications please subscribe to Tricio Insights.

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Focus - Currency Matters May 2024

Central bank rate moves and interventions are key for FX market direction this year. We look at the money market curves, central bank policies, and reassert our view that the USD will give up ground t


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