Tricio Monthly Insights - US goes to war

Our monthly Insights for March 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We expect near term uncertainty over the scope and duration of the US war on Iran to drive sharp market swings.

In our regular features, our ESG investment column looks at emerging market exposure. Investing for Yield looks at emerging market income ideas. Under the Bonnet covers China's GDP trends and Jargon Buster looks at the USMCA treaty which is coming up for review in July.

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