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Investment Insights
14.2.2023

LC Investment Playbook Weekly Update

Weekly Spotlight

  • The team's featured Fund and Spotlight of the week
  • Their investment rationale behind this week's featured Fund and Spotlight.

Charts of the Week

  • Understanding Long Term Rates
  • US HY Bonds Are Not Cheap
  • Japanese Inflation at Multi-Decades High

LC Views

  • ‍‍A summary of our team's views on Rates, Fixed Income, Equities, Currencies, Commodities and Real Estate

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