Italy’s proposed coalition collapsed over the weekend after the president refused to accept euroskeptic Paolo Savona as Minister of Finance. Markets have since reacted, with Italian government bond yields rising above their eurozone counterparts. Unsurprisingly, with the possibility of another election in the cards, market sentiment has shifted to risk-off in light of the political uncertainty.
We believe there are five primary constraints for the UK that will push it toward a soft Brexit when it officially leaves the EU next March.
We respectfully disagree with BlackRock’s stance on U.S. and European equities. Here’s why.
The Bank of England (BoE) has bitten the bullet and hiked the base interest rate from 0.25% to 0.5%, but in a dovish turn also provided forward guidance that outlines a very gradual path for future hikes. This was a close call with compelling arguments in favor and against.
Russell Investments’ Senior Investment Strategist, Wouter Sturkenboom reviews the Brexit drivers for the upcoming June 8 snap election as well as four key things for investors to watch as the mechanics of the UK leaving the EU get underway.
Russell Investments’ Senior Investment Strategist, Wouter Sturkenboom reviews the initial French presidential election results and gives his views on what to expect from eurozone markets in the days ahead.
Russell Investments’ Senior Investment Strategist, Wouter Sturkenboom explores geopolitical risks through the three building blocks of our investment process: Cycle, Value and Sentiment.
Multi-asset investment strategist Wouter Sturkenboom looks at the Italian referendum outcome and its potential impact on 2017 global markets for investors.