#090: Sådan påvirker forårets europæiske politiske begivenheder markederne

from Investor Insights | Nykredit Invest · host Investor Insights | Nykredit Invest

Valg til Europa-parlamentet såvel som i Spanien samt Brexit og måske en ny afstemning om regeringsmagten i Italien. Det er noget af det, som er på programmet over de næste måneder i Europa. Og det er med til at give en politisk risikopræmie i regionen. Det fortæller Frederik Engholm, chefstrateg i Nykredit Markets (5.00) Og hvor netop sidste års valg i Italien ikke fik det udfald, markedet havde håbet på, kan et nyvalg være en mulighed som investor, lyder det (7.13). Det er dog forskelligt, hvor meget den politiske scene påvirker et lands økonomi. Eksempelvis formåede Spanien i 2016 at vokse stærkt selvom de stort set et helt år stod uden en regering. (13.49)

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This episode was published on February 21, 2019.

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