Is Geert Wilders your Dutch uncle or is he another populist?

Many investors have been flagging 2017 as carrying a high degree of political risk in Europe, with some of the big economies heading to the ballot box. The importance of Germany and France, given their economic size, political clout and as two of the founders of the EU, is without question. However, another founding member, albeit smaller, is the first one to hold elections this year on 15 March 2017. Could the outcome of the Dutch election be a threat to the European Union?

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Portfolio Thinking

Double Dutch implies Triple Trouble

In a post last year (Double Dutch), I wrote about the changes being made to pension fund regulation in the Netherlands. While some people put this topic in the same category as "watching paint dry", it does have important implications for how we think about fixed income markets in Europe.

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