The European companies exposed to political risk

For years, political risk has been a feature in European markets.

Lately, it feels like the volume of political noise has risen again. From Italy's fiscal squabbles to turmoil in the French streets, and of course the Brexit saga, which is probably the number one political headache today.  This backdrop requires a clear view of the long-term outlook, but which also reflects major short-term political uncertainties. The key is understanding how different political outcomes might affect the earnings of individual companies. Brexit clarity will release pent-up demand for UK assets Looking at Brexit, it is important that portfolio-level risk ana...