Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter's key themes include:
- UK outlook: Equities remain vulnerable to ongoing political uncertainty
- Fixed income: The bond markets are waiting for interest rates to rise
- When bad news is good news: The eurozone has received its first dose of quantitative easing
- The hunt for yield: Diversifying strategies look attractive in a world of low returns
- What's in a name? Despite some setbacks this year, Abenomics is showing signs of progress
Read the key issues shaping