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Tricio Monthly Insights - Time to worry about Trump take 2?

Our investment monthly for July 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 clean energy investment dream. Investing for Yield looks at bonds which are still attractive. Under the Bonnet looks at Bubbles and Jargon Buster discusses data dependence. 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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