Fourth 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. A phoney war - Waiting for Brexit 
  2. A president in waiting - How markets might react to the US election result
  3. Currency outlook - In the long term, sterling looks undervalued
  4. A developing story - Seeking opportunities in emerging market debt
  5. Valuations too rich? - Infrastructure funds stand at substantial premiums

Read the key issues shaping current investment strategy.

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