Tricio Monthly Insights - US war shifts investor sentiment

Our monthly Insights for April 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. The US war in Iran swung markets around sharply last month. We favour the war to be over in weeks, not months, and stability in energy prices should feed through other commodities, bonds, stocks, EM risk and credit markets. Time in the market is still preferred over timing the market for most investors on a long-term view.

In our regular features, our ESG investment column looks at concentration risk as a consideration. Investing for Yield looks at inflation linked bonds. Under the Bonnet takes a deep dive into Alpha and Jargon Buster looks at active ETFs.

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