|
https://www.next-finance.net/en |
|
Opinion
|
French elections : Europe lives on !
“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.” Comments from Stefan Kreuzkamp, Chief investment Officer Deutsche Asset Management
Article also available in :
English 
|
français 
“Even though this is what we thought the outcome would be, we are still relieved that this election is very different to the previous one and yet is more unpredictable. However, to this result I say: Vive la France, Europe lives on! And European equities as well, which we have upgraded to over-weight after yesterday’s results.”
“We have been convinced by the macro-economic environment and the profits dynamism shown by European companies for some time now. Having said that, in our view political uncertainties have deterred foreign investors in particular from increasing their commitments in Europe. After the elections in the Netherlands and Austria, coupled with AfD’s falling poll ratings in Germany, the first ballot in France suggests that the populists have been losing considerable ground in 2017. Despite all the challenges that still lie ahead, at the end of this year Europe could be much more stable than it was in January.”
“Looking at France our optimism is a bit muted. A lot depends on the outcome of the parliamentary election and how this outcome supports Macron’s mandate. So far he can neither rely on an own party or vast political experience. This means that with his presidency France is also entering unchartered territory.”
Stefan Kreuzkamp , April 2017
Article also available in :
English
|
français
){kind=logo}
Focus
Opinion Psychology and smart beta
‘Smart beta’ sounds like an oxymoron. How smart can it be to continue using the same strategy in such fickle markets? A portfolio manager calling on all his skills (‘alpha’) in analysing market environments (the source of ‘beta’) should be able to outperform an unchanged (...)
Releases
Analysis
Advertising
Zoom
-
European crisis
-
Hidden assets
-
Multi-asset funds
-
Smart Beta
-
Strategies on divide
-
Alternative Risk
-
Infrastructure
-
China
-
Gestion Obligataire
-
Gestion Action
-
ETF Actions américain
-
Actions Thématiques
-
Special Investisseme
-
Économie bleue : (...)
-
Les thématiques (...)
-
L’IMPACT CHEZ CPR
-
ACTIONS THÉMATIQUES
-
La voie vers l’écono
-
Comment les investis
-
Assurer l’avenir (...)
-
Forex
-
Mory Doré’s column
-
Éclairages Économique
-
Solvency II
-
Managed Accounts
-
Les Derivés Total
-
Contrats à terme (...)
-
France’s debt
-
Recherche Quantitati
-
The french marketpla
-
RSS Feeds
 | News Feed |
| Jobs & Internships |
| Trainings |
|
|
Site | English | Francais | Mobile | Facebook | Twitter |