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Central banks are back in focus as investors enter a busy run of September policy meetings. The European Central Bank meets this week, followed by the Bank of England, the US Federal Reserve and the Bank of Japan next week.

The long, hot summer is over and this week has a distinctly ‘back to school’ feel about it, with holidays over, suitcases back in the loft, cooler weather and the dreaded new school uniform/shoes shopping trip completed.

Emerging markets are a rich hunting ground for active managers, but volatility is embedded in the asset class.

If this sounds like a broken record that is because it is – the Strait of Hormuz has dominated global headlines since the end of February with no resolution in sight, albeit with a brief fillip for markets during the Memorandum of Understanding in mid-June until that fragile ceasefire failed to hold.

US debt has reached $40 trillion, up by about a third in less than five years. The Treasury has tried to contain long-end pressure, but investors remain sceptical.

As UK defined benefit pension schemes move from deficit management to surplus strategy, run-on is now a more credible alternative to buyout.