Investment Insights

LC Investment Playbook Weekly Update

Charts of the Week

  • Valuations are Overall Expensive
  • Dual Track, Bifurcated Economy
  • Lead Indicators Suggest 3% Inflation By Year-End
  • Global GDP To Remain Soft In 2024
  • US HY Leverage status (1Q23)
  • US & Euro HY Default rates

LC Views

  • A summary of our team's views on Rates, Credit, Equities, Currencies, Commodities and Real Estate.
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