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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