Coutts’ Higgins Says Macro Beats Politics

The video discusses the potential impacts of the French election on markets, particularly focusing on the implications of a possible exit from the euro and the reintroduction of the French franc. It also analyzes the UK market's performance post-Brexit, highlighting the Footsie 100 and 250 indices. The global macroeconomic environment is examined, noting favorable conditions for risk assets. Finally, the video provides insights into the Mexican market, considering the effects of the US election and the performance of the Mexican peso.

What are the potential impacts of a candidate like Le Pen winning the election on the French franc and equity markets?

What are the reasons for the Footsie 250 being at record levels despite uncertainty in the post-Brexit process?

How does the current global macro background affect risk assets, particularly in relation to the Footsie 250?

Discuss the investment strategy involving Mexican currency and local debt post US election.

What are the implications of investing in 100-year bonds in dollars and sterling?