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:

  1. China (short-term impact): waking up to the slowdown

  2. China (long-term outlook): no hard landing and global growth will be resilient

  3. High yield bonds: too much risk, too little reward

  4. Active investment well-suited to volatile markets

  5. Japan: corporate tax cut underpins positive weighting

Read the key issues shaping current investment strategy.

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