BV TV: And the Oscar goes to… political risk

We’ve talked before about how important political risk will be in 2017, as French markets have been the latest to discover. Tune in to this week’s edition, where Fund Manager Wolfgang Bauer joins me as we discuss:

  1. What’s the impact of political uncertainty on French OATs?
  2. Is political risk spilling over into the corporate arena: what’s behind the decoupling of European and US credit risk?
  3. Does the failed Kraft/Unilever deal offer investment opportunities?

 

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

Categorised as: BVTV

Discuss Article

Leave a comment

Your email address will not be published. Required fields are marked *