December 2018 : Investment strategy update
#Market Strategy — 13.12.2018

December 2018: Investment Strategy Update

The current market consolidation is largely due to unresolved political issues (US-China trade tensions, Italian fiscal policy, Brexit). A transition phase has started to trend towards lower economic growth, without a recession, but also towards more synchronisation between mature economies. Short-term volatility is expected to remain high, depending on political announcements.

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