Political Risk in Europe

Wednesday, November 23rd, 2016 Categories: Equities, Eurozone Crisis, Geo-Political Risk, Government Bonds

An Investor’s Guide

We all wonder what happens if the Italian government loses the constitutional referendum on December 4^th. Most investors understand the negative implications for France, but our analysis suggests that Belgium would also suffer badly. Germany is our preferred safe-haven, but our second choice is Spain.

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