Investment Insights
19.7.2024

LC Investment Playbook Weekly Update - 19.07.2024

In this week's update, our Investment Consulting team has shared their insights and analysis on the following:

Charts of the week

  • US Election Odds And The Bond Market
  • Is a Soft Landing Possible And Probable?
  • China's Economy Slows Unexpectedly
  • Large Cap Outperformance Looks Stretched
  • Large Cap Growth vs Small Cap Value
  • Exuberant Risk Attitudes
  • Retail Investors Pile Into Equities
  • Strong Showing By Small Caps

LC Views

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

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