Investment Insights

LC Investment Playbook Weekly Update

  • Macro Highlights: Real Rates Still Negative on the Short End
  • Fixed Income Highlights: High Yield Spreads Likely to Have Room to Widen, US Credit- YTW Heat Map, Euro Credit- Excess Returns
  • Equity Highlights: Weakening economic conditions see pivot by central banks, overly bearish view is not justified, falling bond yields created tailwind for global equities
  • Currencies & Commodities: Falling commodity prices not a reflection of increase in supply, USD to maintain strength, Gold continues to suffer but may be attractive play in long term
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