Emmanuel Macron’s election as French president has raised hopes that the European project is set to be given renewed impetus. This could mark a sea change for financial markets, writes Ahmed Behdenna.
Strong correlations since the financial crisis will begin to break down
While financial analysts have long predicted investors would switch out of low-yielding bonds into equities, to date there has been very little evidence of it happening. That could finally be set to change, argue James McAlevey and Marc Semaan.
A hung parliament following the general election has only added to ‘Brexit’-related uncertainty in the UK, although opportunities remain for investors, says Tom Goodwin.