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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