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 - Why investors should not fear rising interest rates
2. A postcard from Beijing - China's old and new economies diverge
3. Real estate - Increasing risks in UK commercial property
4. Pay day - Wage inflation and the UK economy
5. Fixed income - Signs of stress in high yield bond markets

Read the key issues shaping current investment strategy.

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