ABN Amro’s Duret Says Markets Under Spell of Trump Effect

The transcript discusses the implications of the Dutch election on European markets, highlighting the low risk due to the coalition system. It also explores strategies for hedging against political risks, emphasizing geographical diversification. The potential impact of the Dutch election on the French election is considered, noting the possibility of unexpected results from extreme parties. The French election is seen as high-stakes, with significant voter motivation and potential for a high turnout, possibly leading to a political center rebuilding.

What concerns are raised regarding the Dutch election?

What is the significance of coalition systems in the context of the Dutch election?

What strategies are suggested for protecting against political risks in upcoming elections?

How might the outcome of the Dutch election affect the French election?

What factors contribute to the expected high voter turnout in the French presidential elections?