Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:

1. Digging below the surface of UK indices - A conundrum in UK equity valuations 



2. Time to shine - Gold is back in the spotlight 



3. Out of fashion - Is there still value in Europe’s equity markets? 



4. The hunt for yield - Attractive infrastructure investments are harder to find 



5. Running on empty - Are US and UK consumers driving into another crisis? 

Read the key issues shaping current investment strategy. 

Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. 

Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. 

Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:

1. A phoney war - Waiting for Brexit 
2. A president in waiting - How markets might react to the US election result
3. Currency outlook - In the long term, sterling looks undervalued
4. A developing story - Seeking opportunities in emerging market debt
5. Valuations too rich? - Infrastructure funds stand at substantial premiums

Read the key issues shaping current investment strategy.

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Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:

1. EU referendum - The UK is open for business
2. Steady as she goes - US recovery remains on track
3. Caveat emptor - The 'hidden' exposure of index investing
4. Japan revisited - Plenty of positives for Japanese equities
5. The changing face of globalisation - Despite challenges, globalisation has not stalled

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Each quarter, our strategic asset allocation committee meets to identify the key themes that could affect global financial markets. This quarter’s key themes include:

1. Monetary policy - Negative interest rates: bad for banks?
2. Economic data and sentiment - Markets overreacted to concerns about the global economy
3. Inflation-linked bonds - The markets UK inflation expectations are too low
4. Divisifiers - Finding sources of uncorrelated returns
5. Dividends - The income challenge is getting tougher

Read the key issues shaping current investment strategy.

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