• French markets mildly suffered after the announcement of elections amid high political uncertainty.
  • Uncertainty will fade once the political situation clarifies, just as it has in similar election phases.
  • After the recent movement, sound global French companies could offer opportunities for long term investors.

Actionable Ideas

  • Global equities
    A mildly constructive global outlook with regional differences, coupled with the Central Bank’s plan to cut rates, should be positive for global equities.
  • Multi asset investing
    In phases of high uncertainty multi asset investing may benefit from the safe haven appeal of government bonds and from the exposure to a broad range of asset classes and sectors.

Key Dates

25 June

Canada CPI, Japan
Coincident index


27 June

Bank of Mexico policy,
China Industrial profits


28 June


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