LC Logo FA Red RGB 1
    • About Us
    • History
    • Purpose
    • Philosophy
    • Founder's Note
    • Team
    • Wealth Management
    • Advisory and Capital Solutions
    • Global Indian
    • Asset Management
    • Private Market Funds
    • Public Market Funds
    • Founders' Ecosystem
    • Technology & Innovation
  • Our Impact
  • Insights
  • Careers
  • Contact Us
Footer-logo

About

  • About Us
  • History
  • Purpose
  • Philosophy
  • Founder's Note
  • Team

Our Businesses

  • Wealth Management
  • Advisory and Capital Solutions
  • Global Indian
  • Asset Management
  • Private Market Funds
  • Public Market Funds
  • Founders' Ecosystem
  • Technology & Innovation

Careers

  • Life at Lighthouse Canton
  • Culture & Values
  • Employee speak

Our Impact

Insights

Contact Us

  • Contact
  • offices

  • Privacy Policy
  • Disclaimer

© 2026 LIGHTHOUSE CANTON PTE LTD

Lighthouse Canton Pte. Ltd., Singapore is regulated by Monetary Authority of Singapore ("MAS") and its affiliate Lighthouse Canton Capital (DIFC) Pte. Ltd.is regulated by Dubai Financial Services Authority ("DFSA")

  1. Home/
  2. Insights/
  3. LC Investment Playbook Weekly Update July

LC Ideas: Views & Insights

14 July 2023

LC Investment Playbook Weekly Update July

Playbook

Table of Contents

  • Weekly Spotlight
  • Charts of the week
  • ‍LC Views

Subscribe to our Insights & Updates

Country of Residence

*By submitting the contact form, you consent to all data in the form being used in accordance with LCPL Group's data privacy policy

Table of Contents

  • Weekly Spotlight
  • Charts of the week
  • ‍LC Views

Weekly Spotlight

  • Bond of The Week: NECELE

Charts of the week

  • US Corporate Bond Spreads Grinding Tighter

  • US Default Rates inching higher

  • June CPI Report Surprised to the Downside

  • Oil Could Be Supported Over a Tactical Horizon

‍LC Views

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

Read More
SOME SUGGESTION
View All
thumbnail.png
Market Views
INVESTMENT INSIGHTS

The market is pricing too much Fed | Fixed Income Insight

29 September 2026
thumbnail.png
IDEAs: Views & Insights
LC IDEAS: VIEWS & INSIGHTS

Asia’s Private Credit Problem Isn’t Capital

28 September 2026
thumbnail.png
IDEAs: Views & Insights
LC IDEAS: VIEWS & INSIGHTS

Making Complexity Investable

28 September 2026
thumbnail.png
Market Views
INVESTMENT INSIGHTS

The Non-Demand Risk to the AI Trade: What Oracle's Force Majeure Notice Tells Us

24 September 2026
thumbnail.png
Market Views
INVESTMENT INSIGHTS

Equity Recommendation - On Holding AG (ONON US)

24 September 2026
thumbnail.png
Market Views
INVESTMENT INSIGHTS

Diplomacy meets Duration

24 September 2026
thumbnail.png
Market Views
INVESTMENT INSIGHTS

Muse Taxed the Banks...

23 September 2026
thumbnail.png
Market Views
INVESTMENT INSIGHTS

India's Second Investment Boom - A Déjà Vu to 2003-2008? | The Beam: Weekly Market Narrative

22 September 2026
thumbnail.png
Market Views
INVESTMENT INSIGHTS

The Price of Permission

22 September 2026