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

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

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

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.