1. Newsroom
  2. Spotlight: European elections
Menu
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

GAUTRY_Patrice_UBP_72dpi-9511.jpg

Patrice Gautry
Chief Economist

Small and mid caps

A fertile hunting ground for active managers

Learn more about our expertise on small and mid caps

Watch the video

Le news più lette

Analisi 21.02.2018

Asian markets welcome the Year of the Dog

From the Desk of a Fund Manager (February 2018): New Federal Reserve Chairman Jerome Powell’s first day on the job saw him take up the post following an unexpected pick-up in US wage data in January.

Analisi 20.02.2018

Le ragioni dietro la correzione del prezzo del petrolio

Il prezzo del petrolio WTI è stabile dall’inizio dell’anno dopo aver visto, nel 2018, il miglior esordio in oltre un decennio e aver raggiunto un il livello massimo di 66,5 dollari a metà gennaio.

Analisi 08.02.2018

Spotlight: Normalisation of long-term yields

The next stage in the post-2008 transition.

Altro da leggere

Analisi 21.02.2018

Asian markets welcome the Year of the Dog

From the Desk of a Fund Manager (February 2018): New Federal Reserve Chairman Jerome Powell’s first day on the job saw him take up the post following an unexpected pick-up in US wage data in January.

Analisi 20.02.2018

Le ragioni dietro la correzione del prezzo del petrolio

Il prezzo del petrolio WTI è stabile dall’inizio dell’anno dopo aver visto, nel 2018, il miglior esordio in oltre un decennio e aver raggiunto un il livello massimo di 66,5 dollari a metà gennaio.

Analisi 08.02.2018

Spotlight: Normalisation of long-term yields

The next stage in the post-2008 transition.