Tag Archives: Eurozone

The Unexpected is Back

The unexpected has again been the outcome of the U.K. election: the Tories have lost their Parliamentary majority, while the Labour Party has substantially increased its position. This result triggers a new period of political instability, with Prime Minister (PM) … Continue reading

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Value Rally to Take Hold Again?

European Value Rally Take 2? After a decade in the doghouse, Value Equities in Europe saw a resurgence of interest last Summer, as bond yields moved higher and investors looked for ways to play the reflationary trade. Given the high … Continue reading

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Spring in Europe

After years in which Europe has been an area of concern for investors, we are finally entering, in our view, a more positive phase. Going forward, we believe that five questions will be top of mind for investors.     … Continue reading

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Champagne for Risk Assets

First round French presidential elections results: Key takeaways It was an absolutely unprecedented first round, with four contenders quite close in the polls and just one of them (not ranked among the strongest) belonging to a traditional party. This unpredictability … Continue reading

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French Election Countdown

On Sunday April 23, the eyes of millions of Europeans will be on the outcome of the first round of French Presidential elections, as the vote is considered a test for the future of the European Union. A potential victory … Continue reading

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