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Trevor Greetham´s Investment Clock April 2012: All that glitters

Trevor Greetham´s Investment Clock April 2012: All that glitters

Nyheter   •   Apr 12, 2012 09:10 CEST

The Investment Clock has moved into the Recovery phase with growth indicators pointing upwards and inflation falling. Question marks remain over the strength and sustainability of the current upswing, as inflation pressures could again lead to the premature withdrawal of monetary stimulus.

Trevor Greetham´s Investment Clock March 2012: How long will the upturn last?

Trevor Greetham´s Investment Clock March 2012: How long will the upturn last?

Nyheter   •   Mar 14, 2012 07:30 CET

The Investment Clock is moving towards the equity-friendly Recovery phase and our multi asset model has turned positive on risk assets for the first time since July 2011.

Trevor Greetham´s Investment Clock January 2012: Reflation means central bank ease

Trevor Greetham´s Investment Clock January 2012: Reflation means central bank ease

Nyheter   •   Jan 18, 2012 07:45 CET

The Investment Clock approach generates growth and inflation readings based on past trends and the current momentum of lead indicators. The growth reading sets the relative weighting of cyclical and defensive assets (North-South axis). The inflation reading sets the weighting of financial assets versus real assets (East-West axis).

Trevor Greetham´s Investment Clock December 2011: As defensively positioned as 2008

Trevor Greetham´s Investment Clock December 2011: As defensively positioned as 2008

Nyheter   •   Dec 16, 2011 14:25 CET

The Investment Clock is firmly in Reflation, which typically favours bonds over equities and commodities and within equities, defensive sectors over economically sensitive areas. Global growth is slowing and inflation indicators point downwards. This is the bond-friendly “Reflation” stage of the cycle and central banks are easing monetary conditions. Our models therefore suggest a cautious stance.

Trevor Greetham's current views: "Firmly back in reflation"

Nyheter   •   Nov 16, 2011 17:47 CET

The Investment Clock is firmly in Reflation, which typically favours bonds over equities and commodities. Macro data was mixed over the month with key US releases coming in ahead of expectations while Europe weakened further. Investors should expect short cycles driven by bouts of stimulus – the ability to dynamically allocate between asset classes remains key.