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Tricio Monthly Insights - Unloved stock market rally

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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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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