LC Ideas: Views & Insights
https://www.lighthouse-canton.com/insights/lc-investment-playbook-weekly-update-29mar
Table of Contents
In this weekly update the Investment Consulting Team have provided their analysis and recommendations on the following
Fixed Income Highlights:
US Mortgage Rates, US Yield Curve Inverting, Global Bond Losses
Equity Highlights:
Equity Risk Premium and Valuations, Valuations of US Equities
Currencies & Commodities:
Europe moving away from Russian supply
Thematic Spotlight:
US Sanctions & Delisting of Chinese Companies - Case studies
