Politics & Global Markets

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Politics & Global Markets

Politics & Global Markets

The geopolitical landscape is always shifting, but events of late – from Brexit to Trump – highlight even more the importance of understanding how the spheres of politics, policy and markets interact.  Get the latest views from our global team of experts on the geopolitical, economic and investment repercussions.

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Make or Break for the Eurozone

Make or Break for the Eurozone

Plans are afoot to reform the Eurozone, as part of a grand bargain between Germany and France, but these efforts could be de-railed if Mrs. Merkel loses the German election.

Nein to Eurozone Reforms

Nein to Eurozone Reforms

Germany’s election campaign may have lacked the drama we saw in France, but the result could be memorable for the markets.

Globalization and Its Discontents

Globalization and Its Discontents

A deeper dive into how globalization and its populist discontents continue to drive uncertainty for markets.

Macron’s Reforms: En Marche or En Grève?

Macron’s Reforms: En Marche or En Grève?

Emmanuel Macron has unveiled the first in a series of bills aimed at modernizing the French economy and tackling structurally high unemployment. But can he get the legislation passed?

Reaction to UK Election Shock

Reaction to UK Election Shock

Future of UK–EU relations now up for grabs after PM loses majority for negotiating Brexit.

Macron Win Stems European Populism Tide

Macron Win Stems European Populism Tide

A solid victory signals lower political risk across developed markets and is likely to support the rally in European markets building up to this outcome.

Domestic Policy Choices Matter

Domestic Policy Choices Matter

Brexit, Trump and Eurozone populism have a common thread in anti-globalization. But experience differs by country, resulting in different policy responses.

Weighing the Trump Effects

Weighing the Trump Effects

SSGA experts assess the macroeconomic, market, investment, public policy and regulatory implications of President Trump’s change agenda.

Uncertain Times

Uncertain Times

Have markets priced in the protectionist risks of “America First”? The implications for investors of trade skirmishes with China and Mexico.

Has European Political Risk Been Priced In?

Has European Political Risk Been Priced In?

Ahead of key French elections, our investment experts look at how investors might shield themselves from ballot box shocks.

Can Globalization Be Saved?

Can Globalization Be Saved?

Populist rhetoric has driven a backlash against globalization. We examine how open market benefits can be preserved while promoting more inclusive growth.