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Harvest Daily Digest


After years of concern for investors, are we finally entering a more positive phase in Europe?


French election 2017: Markets March On

Emmanuel Macron’s victory over anti-euro leader Marine Le Pen removes some of the political risk that had weighed on financial markets so far this year. This is what Legg Mason’s portfolio managers say: The centrist candidate’s victory is seen as a ...
Legg Mason Global Asset Management
Legg Mason Global Asset Management

A leading global investment company with specialized expertise in...


The investing implications of Macron’s French election win

Written by Isabelle Mateos y Lago Chief Multi-Asset Strategist at BlackRock Published1 day ago Isabelle shares BlackRock’s key views on the final French election result, including what Emmanuel Macron’s win could mean for markets. Pro-European former ...
BlackRock
BlackRock

BlackRock is the world's largest asset manager


Macron Victory Eases European Political Risk

By Darren Williams May 08, 2017 Financial markets will welcome the election of centrist, pro-European Emmanuel Macron as France’s next president. Now that Europe has avoided a major political upset, all eyes will be on the European Central Bank (ECB) ...
AB (AllianceBernstein L.P.)
AB (AllianceBernstein L.P.)

50 Years of Investment Management & Research


Trump Trade? The More Likely Reflation Trade is in Europe

By Charles Roth, Global Markets Editor Political risk may have ratcheted lower after the first round of the French presidential election. But the latest jump in asset prices across Europe appears to have tailwinds well beyond politics. National ...
Thornburg Investment Management
Thornburg Investment Management

Thornburg Investment Management offers solutions for retail and i...


Cutting Through the Political Noise for Opportunities in Europe

We believe the economic and financial backdrop for European stocks has improved and the region is better able to weather unexpected shocks than in recent years. Although recent history shows there is reason to be skeptical of political polls, we do ...
Franklin Templeton Investments
Franklin Templeton Investments

Official Franklin Templeton Investments account. For US investors...



Europe: Will Political Risk or Economic Recovery Prevail?

Our outlook for Europe balances the pull of political concerns with the promise of an economic recovery because of a weaker currency and strong U.S. economy. We think Europe could outperform the U.S. market this year but it offers more risk. First ...
Janus Henderson Investors
Janus Henderson Investors

As a leading global manager, Janus Henderson offers actively mana...


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. 1) Is this economic improvement ...
Pioneer Investments
Pioneer Investments

A global investment manager dedicated to growing and preserving c...


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