Trevor Greetham, Head of Multi Asset, explains the reasons behind the asset allocation within RLAM’s risk-rated multi assets funds in an environment of rising bond yields and commodity prices which should provide a period of strong growth, as monetary and fiscal policy remain loose.
However, Trevor warns that this may tighten should the economic recovery gather pace and inflationary pressures remain.
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Video recorded: 8 July 2021
Duration: 4 minutes