Our investment monthly provides detailed market analysis of equities, bonds, commodities, currencies, credit and emerging markets. We look at some equity market stumbling blocks ahead. The negative consequences of increased trade tensions between the US and China and the departure from fundamental value in some key US tech shares (bubble?) are worth noting. In our regular features - ESG looks at the idea of standardising criteria and asks for participation in the CFA Institute's industry consultation, Investing for Yield looks at potential opportunities in the REIT sector, Under the Bonnet examines the difference between a market capitalisation weighted index and an equal weight index and Jargon Buster explains how economists look at government debt ratios. To receive this and other publications regularly, please subscribe to Tricio Insights.
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See AllCentral 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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Our investment monthly for May 2024 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. In our regular features, our ESG investment column discusses gr
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