Investment Insights

LC Investment Playbook Weekly Update - 18 August 2023

Charts of the week

  • Valuations expensive across the board
  • Divergent Recession Expectations Across Markets
  • Yields are Still at Elevated Levels
  • Risks of Spreads Widening
  • TINA (There Is No Alternative) era is over
  • Unsustainable Divergences
  • Are higher yields good for stocks?

LC Views

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