Goldman: Expect European Equities To Bounce If French Elections Don’t Surprise
“If elections in the Netherlands and France do not result in tail risk outcomes, this should remove a major source of investor fears; we would, therefore, expect European equities to enjoy a bounce and a period of relative outperformance” writes Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist in the bank’s Top of Mind Global Macro Research magazine March issue.

Oppenheimer’s piece, titled “equities and elections” considers the state of the European equity markets vs. the US. While European...

