Investment Insights

LC Investment Playbook Weekly Update - 15.09.2023

In this week's update, our Investment Consulting team has shared their insights and analysis on the following:

Charts Of The Week

  • US Employment Softening
  • China Junk Holders Cut Stake
  • Relative Value: Euro IG Vs US IG
  • Corporate Margins Could Drop Due To Increased Borrowing Costs
  • Strong Correlation Between Global Cyclicals Index and 10Y Yield

LC Views

A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate.

No items found.

Subscribe to our Insights & Updates

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.