Investment Insights

LC Investment Playbook Weekly Update

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

  • Macro Highlights: Red hot US inflation and expectations
  • Fixed Income Highlights: Neutral rates drifting higher
  • Equity Highlights: A look at US equity markets, European equities under pressure, and policy easing in China
  • Currencies & Commodities: RMB presents medium term upside, USD significantly overvalued
  • Thematic Spotlight: Logan updates
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