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: Red hot US inflation and expectations
• Fixed Income Highlights: Neutral rates drifting higher
• Equity Highlights: A look at US equity markets, European equities under pressure, and policy easing in China
• Currencies & Commodities: RMB presents medium term upside, USD significantly overvalued
• Thematic Spotlight: Logan updates