SCGLF - Elections In France: Risks And Opportunities For Investors

• The general rule is that the market always likes stability. In this sense, Macron's victory will likely be perceived positively by the market.
• Marine Le Pen promises a policy of protectionism, restrictions on migration and withdrawal from NATO. This will inevitably lead to conflicts with the EU.
• Despite the fact that both candidates see the attitude of France and NATO differently, they promise to increase defense spending.
• Marine Le Pen is an opponent of wind turbines and promises to take them down if she wins.
• Le Pen's victory is likely to boost French government bond yields.

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