Our investment monthly for June 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We reduced our UK small cap allocation back to neutral, and raised our valuation for US large cap stocks to 'rich'. In our regular features, our ESG investment column discusses whether passive investing in ESG funds is possible. Investing for Yield looks at high yield corporate bonds. Under the Bonnet looks at currency funds, while Jargon Buster discusses 'nowcasting'. To receive this and other publications please subscribe to Tricio Insights.
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See AllOur round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the US banks which on balance should benefit if the yield curve continues to s
The currency market is at a key juncture. Major central banks may be near their 'peak' rate for this cycle, while the Bank of Japan has kept rates below 0% and is still offering a lot of stimulus to t
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the US coupon curve (spread of 10-yr. note yield vs. 2-yr. note yield) which h
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