This year we have a variety of elections in Europe that could derail markets, along with uncertainty around US President Donald Trump's policies and the UK's Brexit negotiations.
In addition, we have the risk of further ECB tapering. All this uncertainty, coupled with the low yields on offer within fixed income, cause us concern. However, there are pockets of value to be found....
The US dollar is close to peaking and the risks now seem to be on the downside.
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