Investment Insights
29.4.2022

LC Investment Playbook Weekly Update

In this week's update the Investment Consulting Team have provided their analysis and recommendations on the following

  • Macro Highlights: Housing is Key to Fed’s Hawkish Limit, Service Inflation Could Catch Up
  • Fixed Income Highlights: Global Negative Yielding Debt, EM Bond Spreads
  • Equity Highlights: S&P 500 Valuation, How Attractive Are Equities, Q1 Earnings: Downsides Twice as Large as Upsides
  • Currencies & Commodities: CNY Slipped to Six Months Low, G10: EUR & JPY at 5Y Lows
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