1. Newsroom
  2. Spotlight: European elections
Menu
Analysen 09.03.2017

Spotlight: European elections

Spotlight: European elections

The future of the Eurozone is heavily dependent on the results of the coming elections


Key points

  • Elections in the Netherlands, France and Germany look highly uncertain and could interfere with the ongoing recovery scenario in place. 
     
  • The future of the Eurozone is heavily dependent on the results of these elections, particularly from the outcome of the election in France. 
     
  • European markets have not priced the extreme scenario of a “Frexit” – France leaving the Eurozone. 
     
  • Impacts from politics on European assets could be asymmetrical: potential heavy losses in case of extreme political scenario versus a modest rebound in case of a “pro-European” outcome from the elections.
     
Read the Spotlight

LOK Michael.jpg

Michaël Lok
Group CIO and Co-CEO Asset Management

Norman Villamin-1.jpg

Norman Villamin
CIO Private Banking

GAUTRY_Patrice_UBP_72dpi-9511.jpg

Patrice Gautry
Chief Economist

Newsletter

Sign up to receive UBP’s latest news & investment insights directly in your inbox

Click and enter your email address to subscribe

Expertise

Impact investing - Creating the future now

The role of impact investing is to strive to solve the world’s most pressing problems by identifying compelling long-term investments.
Read more

Meistgelesene News

Analysen 15.10.2018

Global Equities: P/E de-rating in progress

Spotlight - The broad-based sell-off in global equities has fully retraced the gains made from February 2018’s lows. Even world beating technology shares have fully given up the 8% gains seen over the summer.

Analysen 08.10.2018

The latest on the oil market

September saw WTI oil prices drop 4% during the first week of the month before rallying almost 12% to reach USD 75 per barrel at the beginning of October. The rally came as investors have been gauging OPEC’s ability to replace falling Iranian exports and declining Venezuelan production.

Analysen 25.09.2018

US-China Trade War

Spotlight - From Checkers To Chess


Auch lesenswert

Analysen 17.10.2018

Impact investing - Creating the future now

The role of impact investing is to strive to solve the world’s most pressing problems by identifying compelling long-term investments.
Analysen 17.10.2018

Impact investing - Shaping tomorrow

Impact investing can help shape a healthier and brighter future.

Analysen 15.10.2018

Global Equities: P/E de-rating in progress

Spotlight - The broad-based sell-off in global equities has fully retraced the gains made from February 2018’s lows. Even world beating technology shares have fully given up the 8% gains seen over the summer.