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.

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Rathbone Brothers plc published this content on 09 August 2016 and is solely responsible for the information contained herein.
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