Key investment themes - second 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. A problem shared - Who takes the inflation strain in the supply chain?

2. Commodity conundrum - The challenges of investing in raw materials

3. Rocking the boat - Disruptive technologies: opportunities and challenges

4. Who sells to whom? - The geographic sales exposure of equity indices

5. Continental shift - What does the political risk in the eurozone really mean?

Read the key issues shaping current investment strategy.

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