1. European equities: the financial sector offers value
2. Gilts can have a portfolio insurance role even in a bear market
3. The Midas touch? The value of gold divides investors
4. Reduced liquidity: regulation may cause problems in credit markets
5. Slower growth in China has implications for its trading partners

Read the key issues shaping current investment strategy.

If you would like more information on news items, please email enquiries@rathbones.com