LC Investment Playbook Weekly Update - 10 June 2022

In this week's update the Investment Consulting Team have provided their analysis and recommendations on the following

• Macro Highlights:

  US Labor Market

• Fixed Income Highlights:

  US High Yield - Distressed Universe

• Equity Highlights:

  Fundamentals Starting to Drive Valuations

• Currencies & Commodities:

  Exaggerated rates expectations in DXY, Commodity spot prices surge to a record high