Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content

Macron’s Gambit Paid Off (Sort Of)

by Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation  

At first glance, France has moved to the far left. However, this coalition is fragile, and Macron’s allies still hold the balance of power. What are the assets that will benefit from this new political setup, and those that will not?

BCA Research | European Investment Strategy

Your exclusive gateway to European macro and market insights, now essential for investors eyeing Europe.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.

The BCA Way

Our Philosophy, Your Edge

Discover More