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Elections France Equity Wealth Program Wellington on Washington and the World Geopolitical Fundamental equity Article
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Surprise French election result: what does it mean for investors?

Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.

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Nicolas Wylenzek

Thomas Kramer

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4 min
Article
2025-07-31
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Interest rates Monetary policy Outlook Economic cycle Fiscal policy Macro USA Japan Europe France Germany Italy United Kingdom Fixed income Macro hedge funds Credit Government bonds Investment grade Article
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Governments have been slow to reduce their fiscal deficits — it could cost them

Our expert explores the investment implications of continued excessive deficit spending by G7 countries.

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By

Eoin O'Callaghan

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4 min
Article
2025-06-30
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