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Royal London Multi Asset

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  • Trevor Greetham - Investment Clock
    Trevor Greetham - Investment Clock
    Trevor Greetham, Head of Multi Asset Recorded: May 10 2019 3 mins
    Trevor Greetham, Head of Multi Asset provides his latest review and outlook.The Multi Asset funds we manage are moderately overweight in equities and high yield bonds with a tilt towards America and the Emerging Markets within our equity exposure.

    As a result of the world economy continuing to slow down and inflationary pressures disappearing with the collapse of oil prices last year, our Investment Clock model is in reflation with low inflation and central banks looking at least to defer any rises to interest rates.

    Brexit uncertainty remains so we continue to view this as something we should hedge rather than take big positions on.
  • POWER OF THREE anniversary update - Global Multi Asset Portfolios (GMAP) range
    POWER OF THREE anniversary update - Global Multi Asset Portfolios (GMAP) range
    Trevor Greetham Recorded: Apr 24 2019 33 mins
    As the GMAP range celebrates its three year anniversary, Trevor will reflect on the GMAP story so far, as well as discuss the investment outlook and introduce the recently launched Multi Asset Strategies Fund designed for investors with an absolute return mindset.
  • Trevor Greetham - Investment Clock
    Trevor Greetham - Investment Clock
    Trevor Greetham Recorded: Apr 8 2019 4 mins
    Trevor Greetham, Head of Multi Asset provides his latest review and outlook. The world economy is still slowing down, however, with some moves to stimulus and a drop in the oil price which has pushed inflation lower, our Investment clock model has moved around to Reflation.
  • Brexit, at the crossroads…
    Brexit, at the crossroads…
    Trevor Greetham and Melanie Baker Recorded: Mar 25 2019 34 mins
    With the original Article 50 deadline just around the corner and a decision looming about which path we take next, Head of Multi Asset, Trevor Greetham, and Economist, Melanie Baker share their thoughts on Brexit. Trevor and Melanie will consider the impact the situation has had on the UK so far as well as the range of potential outcomes that are still on the table, from an extension to a no-deal or even no-Brexit, and what this could mean for investors. They will also share their approach to positioning funds during these unpredictable times.
  • Trevor Greetham - Investment Clock
    Trevor Greetham - Investment Clock
    Trevor Greetham Recorded: Mar 14 2019 3 mins
    Watch the latest market views from Trevor Greetham, Head of Multi Asset, including our positioning using the Investment Clock approach and the impact of continuing uncertainty around Brexit.
  • Trevor Greetham - Investment Clock
    Trevor Greetham - Investment Clock
    Trevor Greetham Recorded: Jan 25 2019 5 mins
    Head of Multi Asset, Trevor Greetham, highlights three areas as the investment clock continues to move from the stagflation into the reflation stage of the business cycle. With lots of reasons why markets dropped and investor sentiment extremely depressed Trevor still sees some positive signs that 2019 could start off on a slightly firmer footing, with a US recession not as close as some may have predicted. With the Brexit outcome still impossible to foresee, Trevor believes that a focus on diversification is key rather than trying to pick winners.
  • Trevor Greetham - Investment Clock
    Trevor Greetham - Investment Clock
    Trevor Greetham Recorded: Dec 21 2018 5 mins
    Market outlook with Trevor Greetham, commenting on the latest position of the Royal London Global Multi Asset Portfolios and the Investment Clock model that guides his asset allocation
  • Multi asset quarterly update
    Multi asset quarterly update
    Trevor Greetham Recorded: Dec 6 2018 31 mins
    Trevor Greetham presents his latest quarterly update. During the webinar Trevor looks at navigating market risks, discussing the potential of a w-shaped recovery vs a bear market, as well as sharing his thoughts on Brexit as we seek to weather the impacts of this known unknown.
  • Trevor Greetham - Investment Clock
    Trevor Greetham - Investment Clock
    Trevor Greetham Recorded: Nov 30 2018 4 mins
    Market outlook with Trevor Greetham. He notes that the Investment Clock has been in a stagflation environment, with China-led growth slow down and inflation pressures forcing US interest rates higher, we witnessed one of the most volatile October's we've seen in the last few decades. However, he explains why he still sees the glass as half full at the moment.
  • Brexit update
    Brexit update
    Trevor Greetham Recorded: Nov 15 2018 33 mins
    With dramatic developments in the Brexit story, we are in a fast changing situation with much at stake for the country and for investment portfolios. Trevor Greetham, Head of Multi Asset at Royal London Asset Management shares his views on possible outcomes and how they are likely to impact a range of investments.

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