Notable gains by far-right parties in the latest European Parliament elections and strong polling by the far-right Rassemblement National (RN) party has prompted French President Emmanuel Macron to call for a snap French parliamentary election. This has created significant uncertainties for French and European politics, and investors are now examining RN’s policy priorities and implications across a variety of areas including taxation, immigration, the war in Ukraine and energy prices.
What is the outlook for French and European stocks and debt in the event of a more right-leaning French parliament? Are there wider contagion risks to the rest of Europe?
Chief Investment Strategist, Bank of Singapore
Eli Lee is the Chief Investment Strategist at Bank of Singapore and he plays a central role in developing asset allocation and thematic strategies across global asset classes for the Bank.
He is a key member of Bank of Singapore’s investment committee, which determines the Group’s overall investment strategy and direction, and serves as a member of the OCBC Group Wealth Panel.
He also previously led the Special Situations Research team at OCBC Investment Research. As an investment thought leader, Eli’s independent perspectives are often sought after by international media, including the Wall Street Journal, Bloomberg and CNBC.
With close to two decades of industry experience, Eli began his investment career at the Wellington Management Company in Boston.
He graduated from Harvard University with an MA in statistics.
Chief Economist, Bank of Singapore
Mansoor is a macroeconomist and financial market strategist with two decades experience covering institutional investors around the world.
Mansoor speaks to policymakers and central bankers and maintains links with think-tanks in Washington and Beijing. He appears on CNBC and Bloomberg Television, his work features in The Economist and he has written for the Financial Times.
Mansoor was most recently at the Royal Bank of Scotland’s investment arm, NatWest Markets, where he was the Asia region's Macro Strategist and previously the bank’s Global Head of FX Strategy.
Prior to joining RBS, Mansoor spent 17 years at UBS in London, Zurich and Singapore where he was also Global Head of FX Strategy from 2002 to 2014.
Mansoor holds a Bachelor’s and a Master’s degree in Economics from the London School of Economics. He was tutored by Professor Charles Goodhart, a former Chief Adviser at the Bank of England.
Fixed Income Research Analyst, Bank of Singapore
Samira is a credit research analyst with over 15 years of experience within fixed income. Samira is currently a Vice President within the fixed income research team at Bank of Singapore, covering Indian credits and European banks.
Prior to this, Samira worked as a credit research analyst at Invesco where she covered a range of investment grade and high yield credits spanning both developed and emerging markets. She has also worked at Western Asset Management and at Standard and Poor’s where she was a lead credit analyst for European consumer credits.
Samira earned a degree in Economics from University College London, and she is a CFA charterholder.
Investment Director, M&G Investments
Pierre Chartres is an Investment Director in the fixed income team at M&G Investments. His role involves explaining the investment philosophy, process and performance of M&G’s fixed income fund range, as well as providing updates on overall financial market performance, investment trends and the economic outlook.
Before joining M&G in 2013, Pierre worked at BNY Mellon Asset Management for seven years, most recently as a portfolio strategist
designing and managing multi-asset investment solutions. Prior to that, he spent two and a half years at Natixis Asset Management in Paris.
He has a Masters-level degree in business and finance from ESSCA Business School, Angers, France and is a CFA charter holder.