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Trevor Greetham: Why we're reducing risk assets

Trevor Greetham: Why we're reducing risk assets
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New Zealand , United Kingdom , Federal Reserve , Iron Curtain , Investment Clock ,

Trevor Greetham: US soft landing celebrations could be premature

If a US soft landing is the silver lining for stocks today, the lack of headroom for disinflationary growth is the cloud ....

United Kingdom , Donald Trump , Investment Clock , Middle East ,

Trevor Greetham: All hope hinges on rate cuts

A positive outlook for markets this year hinges on the prospects for looser monetary policy. The Investment Clock approach that guides our asset allocation gives important messages about interest rates. ....

United States , United Kingdom , Nasdaq Composite , Bloomberg Commodity , Investment Clock ,

Day of reckoning ahead for lithium and gold sectors suggests Lion

Market contrast between 'yellow gold' and 'white gold' is stark ....

M Amp A , Project Finance , Investment Clock , Lion Selection Group , Ustralia ,

Trevor Greetham: Caught in the crosshairs

Global growth is sagging but not collapsing. Inflation has come down a long way, but the recent run of data suggests it will be sticky around these levels. We are caught in the crosshairs. ....

City Of , United Kingdom , Middle East , Investment Clock , Royal London ,