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 Mortgage Rates, US Yield Curve Inverting, Global Bond Losses
  • Equity Highlights: Equity Risk Premium and Valuations, Valuations of US Equities
  • Currencies & Commodities: Europe moving away from Russian supply
  • Thematic Spotlight: US Sanctions & Delisting of Chinese Companies - Case studies

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