Premature Recession Fears

Trevor Greetham Head of Multi Asset, RLAM
Industry Voice: Sponsored by RLAM
Read the latest thoughts from Trevor Greetham in our Investment Clock Strategy report ‘Premature recession fears'.
An upturn in volatility remains apparent as Wall Street experienced one of its worst December's since the Great Depression.
Recession fears continue to rise and markets are pricing in this eventuality, but current sentiment readings are extremely depressed, the oil price is down and China continues to add stimulus. Trevor notes that he is starting 2019 constructive on stocks. Brexit remains a source of great uncertainty, for which Trevor believes in hedging risk rather than predicting an outcome.
.
Past performance is no guide to the future. The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author's own and do not constitute investment advice.
About us: Royal London Asset Management (RLAM) is one of the UK's leading fund management companies, managing assets on behalf of a wide range of clients. Our experienced team of investment specialists manages around £118.9 billion of assets (as at 30.09.2018), investing across all major asset classes. Our funds are aimed at meeting a broad range of investor needs.
Back to Top
What A Rising VIX Means For Pension Funds
Wall Street’s latest selloff has moved beyond a technology-sector wobble and become a broad market event. The Nasdaq C... Read more
Behaviour Cannot Fix A Portfolio Construction Flaw
A Retiree Shouldn't Be Asked to Behave Their Way Out of a Portfolio Construction Problem Why behavioural coaching shoul... Read more
Behavioural & Retirement Portfolio Resilience
Behavioural Survivability and Retirement Portfolio Resilience Why the lived experience of market recovery matters as mu... Read more
Australia's Rate Rise Bites: Highest In 15 Years
The Reserve Bank of Australia has lifted interest rates to their highest level since 2011, and its governor admits the w... Read more
October Retirement Portfolio Resilience Assessment
Markets stabl Read more
Gyrostat September Retirement Portfolio Resilience Assessment
September Retirement Portfolio Resilience Assessment Markets have fallen. The price of risk has risen. ... Read more