Market news and expert views

OpinioPro Selection
By January 11, 2019 01:02

Market news and expert views

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.

OpinioPro Selection
By January 11, 2019 01:02

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