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

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

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

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).