Investors seek shelter abroad amid French election chaos

The spread on French government bonds has peaked again, showing that financial markets are on edge ahead of Sunday’s elections. Until they conclude later in July, many investors are favouring other European government bonds. “Any reminder of the European debt crisis is a red flag for international investors,” one analyst remarked.

Europe’s rude awakening: Geopolitics is back

Dear reader, with the power struggle between China and the U.S., geopolitics has made a comeback on the investor agenda. Reason for us as editors to create a series on geopolitics and investing. In seven episodes, we will discuss various geopolitical and market shifts that are changing the investor landscape, from Europe’s challenges to China’s rise, AI impacts and the global energy transition.