investment insights
Global Investment Strategy, EU elections update: How will the EU elections and US-China trade talks shape markets?
Lombard Odier Private Bank
What do the European elections results mean for policymaking and financial markets? We see two main takeaways: First, the legislative continuity is more or less maintained, despite a more fragmented pro-EU majority. Moreover, on a global scale, the balance of economic powers is preserved as well, as a united European Union stays one of the three main economic blocs, together with the US and China.
But other risks, namely Brexit and the US-China trade dispute loom over markets. How do they shape our investment scenarios? Find out why a prudent asset allocation is key in this latest video featuring our CIO Private Bank, Stéphane Monier, and our Chief Economist Samy Chaar.
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