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May 2017

Opinion Emmanuel Macron has been elected President of France: what is the outlook for the markets?

The second round of the French presidential elections has led to victory for Emmanuel Macron, who achieved more than 66% of votes. This result marks a clear watershed with traditional French politics over the past 50 years, as it is the first time that none of the mainstream (...)

May 2017

People Moves Nomura Appoints Alberto Ardura as Head of Latin America Sales and Client Coverage

Nomura, Asia’s global investment bank, announced that it has appointed Alberto Ardura as a Managing Director and Head of Latin America Sales and Client Coverage for its Emerging Markets business. Mr. Ardura is based in New York and is responsible for sales and the overall (...)

May 2017

Opinion The French election represents a win for EU continuity and integration.

According to David Lafferty, Chief strategist, Natixis Global Asset Management, the French election represents a win for EU continuity and integration. As Le Pen risk passes, the next hurdle for the EU project is likely to be the Italian banks which remain mired in (...)

May 2017

Opinion France election: Macron wins big

The French election result confirms our view that markets until recently had overstated European political risks. Italian political risk and the country’s fragile banking system could move back into focus soon, however, particularly if the likelihood of early elections in (...)

May 2017

Opinion French election 2017: Markets march on

The centrist candidate’s victory is seen as a positive for European stability, something which supports the global reflation trend that has been building up since last summer. Economic data in Europe, Asia and the US has been improving, underpinning traditional risk assets, (...)

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