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Tricio Monthly Insights - Under pressure

Our investment monthly for May provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we discuss the many changes in our asset allocation valuations and weightings. In our regular features, we highlight what Article 8 and 9 funds mean for ESG investors. Investing for Yield looks at dividend ETFs, Under the Bonnet discusses 60-40 portfolios, while Jargon Buster examines quantitative tightening. To receive this and other publications please subscribe to Tricio Insights.

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Focus - Currency Matters February 2024

Expectations of early central bank rate cuts were reappraised over the last month. We maintain our view that the USD is liable to slip this year. Key levels are in play in USD/JPY, but we expect a Y14

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