Politics and stocks, an uneasy relationship

May 17, 2017 4:08 PM
Global stock markets have had one key driver over the last 7-months: politics. The election of Donald Trump last November led to one of the quickest thousand point rallies in a US stock index for 80 years. The political effect has spread to Europe, with the election of Emmanuel Macron in France and Mark Rutte in Holland helping European stocks to pl...

Markets get carried away with Macron

April 24, 2017 4:08 PM
While the prospect of a President Macron is getting priced into the markets on Monday, it’s worth assessing whether investors’ are getting carried away.