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Key investment themes - third quarter 2017

Last Updated: July 22, 2025

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. Investing in technology - Great tech-spectations 2. Looking up - Europe: from problem child to investor's favourite? 3. Measuring Abenomics - Are Shinzo Abe's arrows flying true? 4. Brexit uncertainty - Still lots of heat but little light 5. Active vs passive - The unintended consequences of passive investing