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