Investment Insights

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: US economy, ECB developments, China's easing and fiscal boost
  • Fixed Income Highlights: Zombie firms to face hard times
  • Equity Highlights: Have S&P500 stopped being expensive, US market cap to GDP ratio
  • Currencies & Commodities: Exaggerated rates expectations in DXY
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