2014 second 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. Sterling looks overvalued, but currency headwinds may continue for some time.
2. With markets close to fair value, long-short strategies can boost performance.
3. Referendum: "Should Scotland be an independent country?"
4. China - hard landing or managed slowdown?
5. Emerging markets - are bonds a better way to gain exposure than equities?
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