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. Digging below the surface of UK indices - A conundrum in UK equity valuations

2. Time to shine - Gold is back in the spotlight

3. Out of fashion - Is there still value in Europe's equity markets?

4. The hunt for yield - Attractive infrastructure investments are harder to find

5. Running on empty - Are US and UK consumers driving into another crisis?

Read the key issues shaping current investment strategy.

Rathbone Brothers plc published this content on 03 October 2017 and is solely responsible for the information contained herein.
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