Introduction
After a positive eight months for markets, investors may enter autumn with a sense of satisfaction. Many have returned to risk assets, with equities back in the limelight as bonds look threatened. But questions remain around which equity regions and investment styles could fare best in future, with the macro outlook looking "ok" if not spectacular. Meanwhile absolute return funds, which are still popular but have offered mixed performance, continue to face scrutiny.
In this special report
Investors casting a cautious eye over world economics
Demand grows for dominant strategy
Investors rekindling their love for risk assets as sales strengthen
UK credit markets could feel the brunt of slowdown in growth
Pick-up in inflation could spark revival for value stocks
Equities coming to the fore as bond rally runs out of steam
Investors have crucial role in global shift to decarbonisation
Autumn Investment Monitor: Asset class grid