Investors are too optimistic about the second half of the year, warn Natixis strategists
This year’s rally could be brought to a halt by politics, especially the US election
2024 elections
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How have recent European elections impacted energy?
Morningstar’s Tancrede Fulop analyses how government shake-ups in the UK and France will affect the utilities sector
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French election: ‘Worst-case scenario’ avoided, but fresh uncertainty looms
‘Possible that asset allocations to France will be permanently reduced’, says Carmignac’s Frederic Leroux
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Hung French parliament would be ‘entry point’ for investors – Lombard Odier
Two rounds of surprise election called by president Macron will take place on 30 June and 7 July
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What does the Indian election result mean for investors?
Weaker than expected result for the Modi-led BJP sent Indian equity markets into a brief spin, writes Christian Mayes
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Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish