Compass September 2014

Shifting geostrategic plates

From the case for emerging markets to the cautionary examination of commodities, the global inflection point where we now stand is an opportunity to take stock of the big themes in portfolios.

Shifting geostrategic plates
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Residents of the United States, please read this important information before proceeding

Please read this important information before proceeding.

Shifting geostrategic plates

Risk aversion was on display not only with the drop in Treasury yields but also in the rise in the price of gold over the summer.
Autumnal themes

Five themes that will drive market activity as we head into the final stretch of 2014
Tactical asset allocation review: drumbeat getting louder

The drumbeat of monetary normalisation in the US and UK is getting progressively louder.

Compass September 2014

Shifting geostrategic plates

Autumnal themes

Tactical asset allocation review: drumbeat getting louder