Market Express: French vote puts more wind in Eurozone sails

Monday, May 8, 2017

Author: NN Investment Partners

 

 

 

The investment case to overweight Eurozone equities relative to US equities has strengthened further following the election of Emmanuel Macron as France’s new president. While the outcome was in line with most market expectations and was already priced in, it delivers a favourable message on Europe’s future and should be modestly positive for markets.

 

 

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