2016 third quarter - key investment themes

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. EU referendum - The UK is open for business
  2. Steady as she goes - US recovery remains on track
  3. Caveat emptor - The 'hidden' exposure of index investing
  4. Japan revisited - Plenty of positives for Japanese equities
  5. The changing face of globalisation - Despite challenges, globalisation has not stalled

Read the key issues shaping current investment strategy.

Alternatively, for more detailed articles on these issues, read Investment Insights Q3 2016.

If you would like more information on news items, please email enquiries@rathbones.com