2014 Fourth Quarter - Key Themes

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:

  1. UK outlook: Equities remain vulnerable to ongoing political uncertainty
  2. Fixed income: The bond markets are waiting for interest rates to rise
  3. When bad news is good news: The eurozone has received its first dose of quantitative easing
  4. The hunt for yield: Diversifying strategies look attractive in a world of low returns
  5. What's in a name? Despite some setbacks this year, Abenomics is showing signs of progress

Read the key issues shaping current investment strategy.

If you would like more information on news items, please call Sophie McCourt, head of internal communications, on 020 7399 0000 or email enquiries@rathbones.com