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

  • Fixed Income Highlights: US Yield Curve is now flat, Term Premium, Inverted Yield Curve - which segment to look at
  • Equity Highlights: US Equities after the Yield Curve Inversion, The Fear Index is receding,  US Equities might not have bottomed Out, US-China geopolitical risk
  • Currencies & Commodities: JPY at a 7y low

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