Kenneth Orchard, T. Rowe Price European fixed income portfolio manager, stress tests Europe ahead of the elections and assess the impact on bond markets.
The extent to which growing populist forces could threaten the established order in Europe will be tested this year through a number of events. Elections in the Netherlands, France, Germany, as well as a planned referendum on Catalonian independence from Spain and the second review of Greece's bailout programme, will provide a clearer picture of rising anti-immigration and anti-austerity sentiment across the continent. European Elections Poll: As Holland heads to vote how are you positioned? While we do not expect a break-up of the eurozone this year, bond markets have repriced hi...
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