1. Newsroom
  2. Spotlight: European elections
Menu
Insight 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

Most read

Insight 25.07.2019

Navigating wealth succession in Asian families

Wealth succession is complex, emotional and can be costly if not managed properly

Insight 11.07.2019

Turning up the fiscal tap

In the prolonged global quantitative easing era, should the fiscal tap be turned up ? With monetary policy having basically run to its limit, fiscal stimulus through modest budget deficit can be sustained for a longer period.

Insight 12.06.2019

Navigating through an ageing economic cycle

A market backdrop favourable to convertible bonds

 

Further reading

Insight 18.10.2019

China-US Trade Deal: Positive in the Near Term

On October 11, China and the US have agreed to work towards a partial trade deal. US President Donald Trump called it ‘Phase One’, with subsequent phases to deal with broader and fundamental issues.

Insight 16.10.2019

Demographics: a broad and long- term opportunity set

Secular trends encompass thematic opportunities with the potential to have a material effect on the world and financial landscapes with long-term and lasting effects.

Insight 14.10.2019

Convertible bonds add convexity to your portfolio

Amid volatile markets and concerns over the global economic outlook, how can investors mitigate the risk of capital loss while keeping the door open to capital gains? The answer lies in convertible bonds strategies, given the specific risk-return profile of this asset class.