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Analisi 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

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Patrice Gautry
Chief Economist

Asset class

Japanese equities

Why the current outlook makes a compelling case for Japanese equities

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