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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.

På väg mot reflation…

På väg mot reflation…

Nyheter   •   Sep 06, 2011 09:11 CEST

Fidelitys investeringsklocka är för närvarande mellan stagflation och reflation, vilket inte är ett bra läge för riskfyllda tillgångar så som aktier och råvaror. Fortsätter de ekonomiska siffrorna att vara svaga ökar trycket på Feds ordförande Ben Bernanke att leverera någon form av penningpolitisk stimulans på Federal Reserves möte den 20-21 september.