Investment Insights

LC Investment Playbook Weekly Update

In this weekly update the Investment Consulting Team have provided their analysis and recommendations on the following

  • Fixed Income Highlights: US Federal Reserve Tightening Cycle, Tightening of Credit Markets
  • Equity Highlights: Chinese Equities, Valuations of US Equities
  • Currencies & Commodities: Inflation Fears, Volatitlity on Currencies, Shift in Favor of Chinese Currencies, Gold, Euros
  • Thematic Spotlight: Chinese Tech Stocks, Biotechs

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