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European equities stuck between a rock and a hard place…or between elections and Wall Street

07.04.2017

Read equity markets analysis by Yves Maillot, Head of European equities at Natixis Asset Management

“The victory of pro-European parties at the March 15 legislative elections in the Netherlands is a key factor in stabilizing and even improving perception of European risk in the minds of international investors, ahead of the forthcoming elections in France. In this respect, Emmanuel Macron’s current position in the polls is even prompting some international investors to forge ahead and start bolstering their positions on Europe. This play is tempting but risky. Especially if Wall Street gets involved...”

 

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