Five emerging market views on Mexican elections
Mexico is set to lurch to the left when it goes to the polls this weekend with populist Andrés Manuel López Obrador, known by his nickname Amlo, the front runner in the presidential elections. Five managers weigh in on what Mexico’s politics mean for emerging market investors.
ANALYSIS: Has German election killed the European spring?
Many fund managers dismissed the historical German election results as “insignificant for markets”. But they fail to take into account the fact that these elections have upended the status quo, possibly triggering a reversal of recent political trends.
Investors celebrate mainstream victory in Dutch elections
Markets have welcomed the failure of Dutch far-right leader Wilders to make significant gains in yesterday’s elections. The euro was up by more than 1% against the dollar, and peripheral bond spreads narrowed. Has the populist tide now turned?
Dutch elections a first gauge of EU populist fever
The Dutch elections on Wednesday are unlikely to result in the populist, anti-EU Freedom Party (PVV) taking power. But the elections are important for another reason.
The populist uprising – what’s the impact on investors?
Once the preserve of the left, anti-globalisation sentiment has crossed over to the mainstream. Is the populist swing away from globalism a blip, or something more permanent? And what will be the impact on investors?
Fund buyers uncertain about macro outlook
European investors are more uncertain about their macroeconomic outlook than ever before. In a year’s time, the share of fund buyers with an uncertain macroeconomic outlook has doubled to 60% according to Expert Investor data.