Goldman: Expect European Equities To Bounce If French Elections Don’t Surprise

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Rupert Hargreaves
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Goldman: Expect European Equities To Bounce If French Elections Don’t Surprise “If elections in the Netherlands and France do not result in tail risk outcomes, this should remove a major source of investor fears; we would, therefore, expect European equities to enjoy a bounce and a period of relative outperformance” writes Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist in the bank’s Top of Mind Global Macro Research magazine March issue. Oppenheimer’s piece, titled “equities and elections” considers the state of the European equity markets vs. the US. While European economic indicators have been improving, European stocks are still lagging…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk

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