Centrist candidate Emmanuel Macron and far-right candidate Marine Le Pen will face one another in the run-off for France’s presidency on May 7. Although a Le Pen win cannot be ruled out, current polls suggest that Macron is well placed to become president. We therefore cut our estimate of the… Read More »
In reaction to the French General Election first round results, Timothy Graf, head of macro strategy EMEA, for State Street Global Markets, and Bill Street, head of investments for EMEA at State Street Global Advisors, offer their views. Graf commented, “Tim Graf commented: “With Macron heavily favoured in head-to-head polling… Read More »
The results from the first round of vote counting strengthen our confidence that, from this summer, France will have a president in favor of reforms for the first time. Even though this is what we thought the outcome would be, we are still relieved that this election is very different… Read More »
Emmanuel Macron and Marine Le Pen will be the two runners up of the French Presidential Election. This result is consistent with polls as it is shown below. Some remarks1 – The conservative party, Les Républicains, and le Parti Socialiste dropped dramatically in this election. Their number of voters is… Read More »
When it comes to the French presidential elections, it seems that many investors have their reading glasses on when they should be looking into the distance with their binoculars. While the presidential elections makes for great political theatre, regardless of who gets elected president, it will do little to overcome… Read More »
If Emmanuel Macron, a pro-European centrist, were elected, it would end the period of heightened political uncertainty that began with the UK’s Brexit vote. Emmanuel Macron’s victory in the French presidential election would not be a surprise – but it would be a relief. It would reduce the heightened political… Read More »
Jean Pierre Petit, Antoine Lesné -
Which candidates are most likely to make the second round?JPP: At the moment, the likeliest prospect is a second-round face-off between Marine Le Pen and Emmanuel Macron or François Fillon.AL: We should not forget that the polls had Hilary Clinton winning after every televised debate. That said, in elections by… Read More »
There are four important leadership elections across the EU: France, Germany, Italy, and the snap election just announced in the UK. We look at what outcomes could lead to a structural change that could negatively impact the growth potential for companies we either hold or could consider as new investments?Source:… Read More »
All eyes are on the French election, and with good reason. After all, the Franco-German axis has been the driving force behind European integration. As a result, France has benefited enormously from a “political dividend” which caused its sovereign spread to remain more contained than the Italian, Spanish and Portuguese… Read More »
UK Prime Minister Theresa May’s call for a snap election could prove to be a shrewd move. If it succeeds, it could produce a Conservative government with a renewed mandate, as well as a significant boost for Brexit negotiations with the European Union (EU). How it helps the ConservativesUnder electoral… Read More »
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