2023 Investment Outlook - Some light for investors after the...
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Election outcome and political scenario: The centre-right coalition won Italy’s general election on 25 September, with approximately 44% of votes.> 10 minutes
The fragmentation of votes into irreconcilable political blocs with no absolute majority creates a political situation unprecedented under the Fifth Republic.5 to 10 minutes
Understanding the outcome, policy and investment implications of the second-round of French presidential elections.5 to 10 minutes
Update on the first round of the 2022 French Presidential elections5 to 10 minutes
Election outcome: The most likely winner in terms of votes and seats will either be the Social Democratic Party (SPD) or the conservative Christian Democratic Union/Christian Social Union (CDU/CSU). Likely scenarios include the ‘traffic-light’ coalition (SPD-Greens-pro-market Liberal Democratic Party, FDP) or the ‘Jamaica’ coalition (CDU/CSU-Greens-FDP). However, other combinations are possible.> 10 minutes
Investors on the Italian government bonds market should consider any slip in the Italian bond market as an opportunity to increase their exposure.5 to 10 minutes