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German coalition talks collapseNew

So far, the market impact has been limited, and rightly so, we would argue

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Bundestagswahl - The underrated election?

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A very British affair

From a market perspective, the UK elections look almost like a non-event.

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No room for complacency

Upcoming UK and French elections are far less predictable than you might think.

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For central banks, Brexit is not just a British issue

The result of the Brexit referendum caught markets by surprise. Now that the dust has settled, opportunities remain for investors – and challenges for policy makers.

Of Frexit, sovereign defaults and other boogeymen

When thinking the unthinkable, investors should avoid knee-jerk reactions.

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French election with big market impact

Markets have reacted with relief after the results of the first round of the French presidential election were published.

Weiterlesen

What it all means for France and beyond

Macron looks on track to win. Governing will be harder. How France got here has broader implications for the rest of Europe. We are upgrading European equities.

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Finally, France votes

Macron looks well on track to win the presidency. But don’t bet on it. There are plenty of wild cards.

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The post U.S. elections euphoria

The post U.S. elections euphoria is fading, except in equity markets

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After the trump trade

For - some - hedge funds, the improving stock-picking environment is good news.

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How much of a "Trump effect" is in the markets?

Probably less than expected. This reduces the potential for disappointment.

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