Key investment themes - First quarter 2017

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. Valuations and risk
Equities are buoyant despite rising political uncertainty

2. Fixed income
The road ahead for bond markets

3. Emerging markets
The conundrum faced by investors

4. Read estate trends
UK commercial property has been resilient

5. The green revolution
Driving towards and electric future

Read the key issues shaping current investment strategy.

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