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.