Market news and expert views

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December 2018

• Fixed income: In the face of political risks, government bonds from core eurozone countries look more attractive again. We are more cautious about corporate bonds.
• Equities: The potential for higher valuations has declined in view of the advancing economic cycle. Although share buybacks are increasing again, political risks still dominate.
• Currencies: The Japanese yen should benefit from continued high levels of uncertainty. The US dollar might be weighed down by speculation that the Fed could take a break from raising interest rates.