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 AllOur round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US retailers and the Consumer Discretionary sector ahead o the Christmas seaso
Our investment monthly for December provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. This month, we raised our asset allocation to UK small-cap shar
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 European STOXX 600 Food & Beverage sector and some key shares. We discuss