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.