Judgement, experience and a careful eye on the investment clock are all key elements of the investment strategy for RLAM's range of multi-asset funds, says the group's head of multi-asset Trevor Greetham in this video interview.
Talking to Professional Adviser editor Julian Marr in the above video, Greetham (pictured) explains the idea underpinning the investment clock is that different assets tend to do well at different times in the business or economic cycle. He adds: "A clock face represents the cycle and so depending on how strong global growth is and whether inflation is rising or falling, this points very closely towards particular investments that should do well at that time." Discussing how RLAM blends research with behavioural factors, Greetham says the group's investment models are back-tested over...
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