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:
China (short-term impact): waking up to the slowdown
China (long-term outlook): no hard landing and global growth will be resilient
High yield bonds: too much risk, too little reward
Active investment well-suited to volatile markets
Japan: corporate tax cut underpins positive weighting
Read the key issues shaping current investment strategy.
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