Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
Voting at the Schroders Investment Conference in Venice last week revealed the views of 100 leading fund selectors from around the world on issues such as market risks, sustainability and interest rates.
For investors to achieve - and retain - healthy long-term returns, we think an active rebalancing policy is essential.
There has been good news and bad news for markets since the start of the year. Here's how it's changed our multi-asset investment strategy.