LC Investment Playbook Weekly Update

In this weekly update the Investment Consulting Team have provided their analysis and recommendations on the following

• Macro highlights: US Labour Market, China Government Work Report
• Fixed Income Highlights: Recession Fears, Interest Rates
• Equity Highlights: Valuations of US Equities, European Equities, Chinese ADRs
• Currencies & Commodities: Inflation Fears, Volatility on Currencies, Gold, US and CNY
• Thematic Spotlight: Oil Prices, SOFR CMS, Biotechs, Carbon Credits

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