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 phoney war - Waiting for Brexit 
2. A president in waiting - How markets might react to the US election result
3. Currency outlook - In the long term, sterling looks undervalued
4. A developing story - Seeking opportunities in emerging market debt
5. Valuations too rich? - Infrastructure funds stand at substantial premiums

Read the key issues shaping current investment strategy.

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