Markets have been shaken again with the continuing war in the Gulf adding fresh uncertainty for advisers and clients alike. With the busy end of the tax year period already underway, many advisers will also be fielding anxious calls from clients asking what they should be doing with their portfolios.
Recording this episode of IFA Talk on March 9th, Sue and Matt speak with Trevor Greetham, Head of Multi Asset at Royal London Asset Management, about how advisers should approach long-term investment strategies during periods of heightened market volatility, such as we’re seeing right now.
The conversation explores the importance of diversification at a time when traditional asset relationships have been tested, the potential role of alternatives such as property and commodities, and the growing risk of “spikeflation” driven by energy markets and geopolitics.
Trevor also explains how his Investment Clock framework can help advisers interpret the economic cycle and think about active asset allocation in a more uncertain environment.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Trevor Greetham
Trevor is a macro investor and thought leader with 33 years of experience, well known for the Investment Clock linking asset allocation to the global business cycle. He and his team are responsible for managing the asset allocation for £112bn in multi asset funds, including the Royal London Governed Range and GMAP funds. Prior to joining the firm in 2015, Trevor was Asset Allocation Director for Fidelity Worldwide Investment. From 1995 to 2005, he was Director of Asset Allocation for Merrill Lynch, advising the investment bank’s worldwide client base on their investment strategy. Trevor qualified as an actuary with UK life assurer Provident Mutual and has a Master of Arts in Mathematics from Cambridge University.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
