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
Elections
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Will markets ignore busiest election year in history?
It is tough to pick the resulting market outcome from any election, writes Cherry Reynard 2024’s calendar of elections kicked off with the Taiwanese election, which immediately careered into controversy. Yet markets appear to be untroubled by any potential escalation in geopolitical tensions it may bring about. Is this a sign of things to come,…
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What next for Germany as it says ‘Auf Wiedersehen, Angela’?
Whoever succeeds Merkel as chancellor will have to hit the ground running as covid cases are, once again, on the rise
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Delayed blue wave causes chaos in the Capitol
But control of the Senate does not give Democrats free rein
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Europe: the final, final countdown
Has the state of play for the Brexit been altered by a Biden victory?
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Markets shrug off dubious Trump legal claims
As US election delivers Biden bounce
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How can the US navigate net zero with a divided government?
UBS Wealth Management and BlueBay Asset Management outline possible investment paths
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Markets ponder unclear US election outcome
Is a drawn out and ugly battle for the White House looming?
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What happens if Trump refuses to concede?
S&P 500 lost nearly 10% after the 2000 election before George W Bush was declared the victor
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Regardless of who wins the election, the US is going to lose
Divisions in the ‘un-United States of America’ unlikely to heal any time soon
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US Election: Trade wars, climate change and control
European investors may need to react quickly depending on who wins the White House
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Is US equity overvalued?
Traditional valuation ratios are approaching levels not seen since the dot-com bubble, says MSCI