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:
European equities: the financial sector offers value
Gilts can have a portfolio insurance role even in a bear market
The Midas touch? The value of gold divides investors
Reduced liquidity: regulation may cause problems in credit markets
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 call Christopher Dean, head of communications, on 020 7399 0000 or email christopher.a.dean@rathbones.com
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