As the situation around COVID-19 continues to develop, Trevor Greetham, Head of Multi Asset and Melanie Baker, Senior Economist at RLAM, share their thoughts on the situation.
RecordedMar 26 202028 mins
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As the global economy reopens, Head of Multi Asset, Trevor Greetham, explains why he thinks we may see more rotation than appreciation in stock markets as highly valued technology shares struggle in the face of rising bond yields. A more inflationary post-Covid recovery should benefit multi asset portfolios with higher weightings in commodities, UK equities and commercial property in his view.
Trevor Greetham, Head of Multi Asset, explains the relative positioning within RLAM’s risk-rated multi asset funds and the asset classes he currently favours. Trevor believes the outlook for markets is positive, as enhanced global growth expectations, combined with ongoing loose fiscal and monetary policy, has led the Investment Clock to return to an ‘Overheat’ position.
In his quarterly strategy webinar, Trevor Greetham, Head of Multi Asset, explains why he is positive on equities and very positive on global high yield bonds. He believes the arrival of several Covid-19 vaccines sets the scene for a strong economic recovery in 2021 and expects both monetary and fiscal policy to stay loose. Trevor sees potential for inflation to rise more than people expect over the next few years and continues to favour broadly diversified portfolios.
Trevor Greetham explains the reasons for the relative positioning within RLAM’s risk-rated multi asset funds and why he believes diversification is still key, in what could be an inflationary post-Brexit world.
Trevor Greetham, RLAM's Head of Multi Asset, discusses upcoming changes to the strategic asset mix of the Global Multi Asset Portfolios which aim to improve international diversification and future returns, whilst ensuring each fund remains well within its risk band.
With an outlook beyond a new US presidency term and hopes of a vaccine for Covid-19, Trevor Greetham, Head of Multi Asset, outlines the reasons for his top level asset allocations within the GMAP funds.
In this webinar Head of Multi Asset, Trevor Greetham, looks at the deflationary onset of the crisis, considers what he thinks could be a surprisingly inflationary long-term recovery, and the two way risk he sees in the meantime.
Trevor Greetham, Head of Multi Asset, provides his regular review and outlook, updating listeners on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios.
Trevor Greetham, Head of Multi Asset, presents his latest quarterly update, reflecting on the impact of the Coronavirus crisis so far, his perspective on how the recovery might shape up and how he’s navigating these unprecedented times.
With fears of a second surge in infections rising, Trevor Greetham, Head of Multi Asset, outlines his strategy in the light of the Coronavirus crisis. He sees two way risk in the short term but explains why his long term outlook is positive.
Trevor Greetham, Head of Multi Asset, provides his regular review and outlook, updating listeners on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios.
Trevor Greetham presents his quarterly update. As we continue to navigate the corona crisis, Trevor shares with listeners his thoughts and outlook on the situation and how he's positioning his funds as a result.
As the situation around COVID-19 continues to develop, Trevor Greetham, Head of Multi Asset and Melanie Baker, Senior Economist at RLAM, share their thoughts on the situation.
Trevor Greetham, Head of Multi Asset, provides his regular review and outlook, updating listeners on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios.
With the coronavirus making headlines and wreaking havoc on stock markets, Trevor Greetham, Head of Multi Asset, and Melanie Baker, Senior Economist, present a special webinar considering the impact for investors and what may lie ahead.
Trevor Greetham, Head of Multi Asset, provides his regular review and outlook, updating listeners on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios.
Trevor Greetham, Head of Multi Asset, provides his regular review and outlook, updating listeners on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios.
Trevor Greetham, Head of Multi Asset, provides his regular review and outlook, updating listeners on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios.
Following the results of what many consider to be the most divisive general election in living history, RLAM’s Head of Multi Asset, Trevor Greetham and Senior Economist, Melanie Baker come together to discuss the result and their thoughts for what it could mean for markets, the economy and different asset classes.
Trevor Greetham, Head of Multi Asset, provides his regular review and outlook, updating listeners on the positioning of the Investment Clock and the Royal London Global Multi Asset Portfolios.