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

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

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

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.