Investment Insights
LC Investment Playbook Weekly Update - 29 March 2022
Table of Contents
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
