Jonathan H. Todd

Finance, Investing, Economics

Tag: European Union

BlackRock’s Isabelle Mateos y Lago on an unstable France, even if Macron wins the presidency

This result should lead to a material reduction in perceived political risk in Europe. We do expect some risk premium to linger until legislative elections in June. Both Macron and Le Pen are not part of the mainstream parties that have dominated French politics in the Fifth Republic for nearly 60 years. If Macron becomes France’s next president, he may struggle to implement his agenda without a stable parliamentary majority.

BlackRock: The market implications of the French vote

William Blair’s Brian Singer on the link between populism and asset allocation

Brian Singer, CFA, of William Blair discusses the linkage between geopolitics – especially populism – and asset allocation.

What are some of the main investment factors investment managers should consider in today’s environment?

Three primary factors: central bank behavior, geopolitics, and populism. Central banks have spent a long time building their balance sheets, and now we have to look at a long time unwinding the balance sheets. Geopolitics–the world now is geopolitically unstable. It wasn’t that way when I first got into the industry, but now we have to take account of those developments around the world. And then, finally, populism. Populism is a huge movement, and it’s a movement that stands for nothing. It stands against something, and that’s the existing elite.

Mario Draghi Needs To Go Big With ECB QE – Just Look At The Performance Of The EU Versus The US and UK

The eurozone’s slow can be attributed to missteps in monetary policy, especially compared to the US and UK. A bold ECB QE program can solve it.

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Step One Of A British Exit? Angela Merkel Calls Out David Cameron On Immigration Rules

David Cameron’s stance against the free movement of labor across the Eurozone has run up against an ultimatum from Angela Merkel. Could a British exit come next?

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German Demand For EU Austerity: It’s Bad, But German Politics Are The Biggest Threat To The EU

Germany’s Demand for EU Austerity is wrong – but internal politics may be the catalyst that threatens the EU project

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