Trevor Greetham, Head of Multi Asset, explains why the Royal London Global Multi Asset Portfolios have their lowest equity weighting since launch almost three years ago.
Equities are now close to benchmark with the emerging markets and commodities underweighted as the Investment Clock moves into mild Stagflation territory. Global growth is coming off the boil, but inflation is drifting higher, and the US and UK central banks are raising interest rates.
Watch the video to find out why
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