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Navigating the corona crisis

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.
Recorded Apr 30 2020 42 mins
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Trevor Greetham
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  • Multi asset quarterly update Recorded: Jul 22 2021 42 mins
    Trevor Greetham
    Successful vaccine rollouts are driving optimism for the global economy. Head of Multi Asset, Trevor Greetham, will explain why the current environment means the investment clock remains in an overheat position and how this should prove positive for multi asset portfolios with higher weightings in commodities, UK equities and commercial property.

    However, Trevor will provide a note of warning and review whether monetary policy may need to tighten should the economic recovery gather pace and inflationary pressures remain.
  • Trevor Greetham - Investment Clock Recorded: Jul 8 2021 5 mins
    Trevor Greetham
    Trevor Greetham, Head of Multi Asset, explains the reasons behind the asset allocation within RLAM’s risk-rated multi assets funds in an environment of rising bond yields and commodity prices which should provide a period of strong growth, as monetary and fiscal policy remain loose. However, Trevor warns that this may tighten should the economic recovery gather pace and inflationary pressures remain.
  • Trevor Greetham - Investment Clock Recorded: Jun 10 2021 6 mins
    Trevor Greetham
    Trevor Greetham, Head of Multi Asset, explains why the Investment Clock remains in an ‘overheat’ position and argues that monetary policy may tighten should the economic recovery gather pace and inflationary pressures remain.
  • Positioning for an inflationary post-Covid recovery Recorded: May 27 2021 39 mins
    Trevor Greetham and Melanie Baker
    Head of Multi Asset, Trevor Greetham and Senior Economist, Melanie Baker consider how inflationary pressures are very much in evidence as developed economies re-open. However, they believe fiscal and monetary policy is extremely loose and policy makers appear to be in no hurry to tighten.

    Trevor and Melanie will debate:
    • What are the risks that a short term burst of inflation will become more entrenched?
    • Which sectors and asset classes are most likely to protect purchasing power?
    • Does this period finally spell the end for the bull market in bonds?
    • Should investors be looking to diversify more broadly, to protect wealth and to capitalise on emerging trends?
  • Trevor Greetham - Investment Clock Recorded: May 12 2021 6 mins
    Trevor Greetham
    Trevor Greetham, Head of Multi Asset, explains why the investment clock is currently in an overheat position and the rationale for the asset allocation within RLAM’s risk-rated multi asset funds. He also highlights why investors may see more rotation than appreciation in stock markets over the coming months.
  • Multi Asset quarterly update May 2021 Recorded: May 5 2021 45 mins
    Trevor Greetham
    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 - Investment Clock Recorded: Apr 22 2021 5 mins
    Trevor Greetham
    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 - Investment Clock Recorded: Mar 11 2021 7 mins
    Trevor Greetham
    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 - Investment Clock Recorded: Jan 14 2021 4 mins
    Trevor Greetham
    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.
  • Multi asset outlook Recorded: Dec 10 2020 47 mins
    Trevor Greetham
    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 - Investment Clock Recorded: Dec 10 2020 5 mins
    Trevor Greetham
    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.
  • Strategic Asset Allocation changes for the GMAP range Recorded: Dec 3 2020 47 mins
    Trevor Greetham
    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.
  • Trevor Greetham - Investment Clock Recorded: Nov 12 2020 5 mins
    Trevor Greetham
    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.
  • Multi asset - the Covid crisis in three acts Recorded: Oct 21 2020 42 mins
    Trevor Greetham
    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 - Investment Clock Recorded: Sep 9 2020 4 mins
    Trevor Greetham
    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.
  • Navigating the Coronavirus recovery Recorded: Jul 16 2020 42 mins
    Trevor Greetham
    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.
  • Trevor Greetham - Investment Clock Recorded: Jul 14 2020 6 mins
    Trevor Greetham
    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 - Investment Clock Recorded: Jun 15 2020 5 mins
    Trevor Greetham
    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.
  • Navigating the corona crisis Recorded: Apr 30 2020 42 mins
    Trevor Greetham
    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.
  • Long-term thinking in fast-changing markets Recorded: Mar 26 2020 28 mins
    Trevor Greetham and Melanie Baker
    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.
Royal London Multi Asset
Royal London Multi Asset

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  • Title: Navigating the corona crisis
  • Live at: Apr 30 2020 1:00 pm
  • Presented by: Trevor Greetham
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