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Trevor Greetham - Investment Clock

Our monthly update from Head of Multi Asset, Trevor Greetham on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios (GMAPs).
Recorded Aug 24 2018 3 mins
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Trevor Greetham
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  • Trevor Greetham - Investment Clock Recorded: May 10 2019 3 mins
    Trevor Greetham, Head of Multi Asset
    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 Recorded: Apr 24 2019 33 mins
    Trevor Greetham
    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 Recorded: Apr 8 2019 4 mins
    Trevor Greetham
    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… Recorded: Mar 25 2019 34 mins
    Trevor Greetham and Melanie Baker
    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 Recorded: Mar 14 2019 3 mins
    Trevor Greetham
    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 Recorded: Jan 25 2019 5 mins
    Trevor Greetham
    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 Recorded: Dec 21 2018 5 mins
    Trevor Greetham
    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 Recorded: Dec 6 2018 31 mins
    Trevor Greetham
    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 Recorded: Nov 30 2018 4 mins
    Trevor Greetham
    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 Recorded: Nov 15 2018 33 mins
    Trevor Greetham
    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.
  • Trevor Greetham – Investment Clock Recorded: Oct 11 2018 3 mins
    Trevor Greetham
    Trevor Greetham, Head of Multi Asset, explains why the Royal London Global Multi Asset Portfolios (GMAPs) have positioned equities broadly in line with the benchmark with an overweight in US equities. He notes stock market seasonality turns positive this time of year but October itself if often volatile. With the US economy strong, interest rates low elsewhere and China easing policy to offset trade war fears, the team see October volatility as a potential buying opportunity for stocks
  • Quarterly multi asset webinar Recorded: Sep 27 2018 38 mins
    Trevor Greetham
    Trevor Greetham, Head of Multi asset examines the three myths around multi asset income and how to avoid any hidden risks in retirement. He explores potential investment strategies to sustain an income through retirement. He also provides an update on the positioning of the Investment Clock and the Global Multi Asset Portfolios (GMAPs).
  • Trevor Greetham - Investment Clock Recorded: Sep 26 2018 4 mins
    Trevor Greetham
    Trevor Greetham, Head of Multi Asset, explains why the Royal London Global Multi Asset Portfolios have their lowest equity weighting since launch almost three years ago. Equities are now close to benchmark with the emerging markets and commodities underweighted as the Investment Clock moves into mild Stagflation territory. Global growth is coming off the boil, but inflation is drifting higher, and the US and UK central banks are raising interest rates.
  • Trevor Greetham - Investment Clock Recorded: Aug 24 2018 3 mins
    Trevor Greetham
    Our monthly update from Head of Multi Asset, Trevor Greetham on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios (GMAPs).
  • Trevor Greetham - Investment Clock Recorded: Jul 30 2018 3 mins
    Trevor Greetham
    Our monthly update from Head of Multi Asset, Trevor Greetham on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios (GMAPs).
  • Trevor Greetham - Investment Clock Recorded: Jul 6 2018 3 mins
    Trevor Greetham
    Our monthly update from Head of Multi Asset, Trevor Greetham on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios (GMAPs).
  • Quarterly multi asset update Recorded: Jun 7 2018 33 mins
    Trevor Greetham
    Head of Multi Asset, Trevor Greetham will review the position of the Investment Clock and update on how this has been impacting the RLAM Global Multi Asset Portfolios (GMAPs).
  • Trevor Greetham - Investment Clock Recorded: Jun 4 2018 3 mins
    Trevor Greetham
    Our monthly update from Head of Multi Asset, Trevor Greetham on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios (GMAPs).
  • A multi asset approach to meeting income needs while mitigating downside risk Recorded: Apr 30 2018 25 mins
    Trevor Greetham
    With the equity bull market in its tenth year, investors looking to draw income from their portfolio may be tempted to move away from stocks and seek yield in more exotic parts of the fixed income universe that could expose them to unexpected credit risks when the business cycle turns downwards. Trevor Greetham, Head of Multi Asset at RLAM, will explain how a multi asset portfolio can be used to generate a sustainable income while making use of tactical asset allocation and volatility management to manage downside risk.
  • Trevor Greetham - Investment Clock Recorded: Apr 25 2018 3 mins
    Trevor Greetham
    Our monthly update from Head of Multi Asset, Trevor Greetham on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios (GMAPs).
Royal London Multi Asset
Royal London Multi Asset

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  • Live at: Aug 24 2018 1:40 pm
  • Presented by: Trevor Greetham
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