Investment Insights
LC Investment Playbook Weekly Update - 15.09.2023
Table of Contents
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.
