Macron's In, What's Next?
Emmanuel Macron made history on Sunday, May 7th, becoming the youngest president of France. We discuss our investment position leading up to the French elections and what we're looking at next.
Emmanuel Macron made history on Sunday, May 7th, becoming the youngest president of France. We discuss our investment position leading up to the French elections and what we're looking at next.
With the Brexit vote a week away, markets have already begun reacting to their fear of uncertainty. In this blog, we discuss what we do know about the Brexit and how we're positioned for it.
Greek voters delivered an overwhelming "no" vote to the proposed terms of a bailout by the Euro Zone; the markets are showing continued volatility, and are subject to extreme headline risk; and ultimately, a recession in Europe is in question.
Changes in the European telecom industry has benefited the big players, turning them from purported losers into clear winners - and McLean & Partners' International Strategy holds two of the biggest beneficiaries of this transformation.
Over the weekend, news poured in regarding the intensification of the crisis in Greece, and the headlines have continued into this week. EU-Greece talks were called off on Friday when the Greek Prime Minister, Alexis Tsipras, abruptly announced that a national referendum will be held on Sunday, July 5th to decide whether Greece should accept the terms of the new bailout program.
Given some recent news, investors seeking diversification outside of Canada may want to consider Europe as a market worth having exposure to.
Once again, Greece will dominate many of the headlines as they prepare for their national elections. We feel that Greece will undoubtedly stay in the Euro regardless of who wins the election.
There are two major forces in play right now: lower oil prices and a continued weakened Euro. Both of these forces can be viewed as positives for certain countries, and certain sectors and companies.