Global | Monetary Policy & Inflation | US
Ep. 171: Trevor Greetham On Spike-Flation, Equities and Removing Biases
- By Bilal Hafeez
- 1 min read
Trevor Greetham is Head of Multi Asset at Royal London Asset Management – a £150bn fund. Prior to joining Royal London in 2015, Trevor was asset allocation director for Fidelity Worldwide Investment, where he was responsible for implementing tactical investment decisions across a wide range of institutional and retail funds including the Fidelity Multi Asset Strategic Fund. In this podcast we discuss:
- Framework for multi-asset investing
- Quantitative and mathematical approaches
- Removing behavioural biases
- How to measure sentiment
- When to add and remove factors
- Importance of understanding models
- What changes after COVID
- Why RLAM turned bullish equities in Sep 2022
- Falling inflation and rising growth
- Spike-flation regime
- How to hedge inflation
- Books mentioned: Thinking, Fast and Slow (Kahneman), Happiness by Design (Dolan)
You can follow Trevor here and here.
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(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)