LC Investment Playbook Weekly Update - 22 March 2022

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

• Fixed Income Highlights:

  US Federal Reserve Tightening Cycle, Tightening of Credit Markets

• Equity Highlights:

  Chinese Equities, Valuations of US Equities

• Currencies & Commodities:

  Inflation Fears, Volatitlity on Currencies, Shift in Favor of Chinese Currencies, Gold, Euros

• Thematic Spotlight:

  Chinese Tech Stocks, Biotechs