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Investment Clock Nov2010
Investment Clock Nov2010
November 2010
The investment clock approach generates growth and inflation readings based on
past trends and current momentum of lead indicators, to help forecast how the
What about the past? Here's what the investment clock by Mr Greetham looked
global economy may perform in the coming three to six months. The growth
like in June 2010:
reading sets the relative weighting of cyclical and defensive assets (north-south
on the clock diagram). The inflation reading sets the weighting of financial assets
versus real assets (east-west).