Thomas Stokes: Thomas Stokes is a Senior Equity Analyst at Aviva Investors, specializing in US markets and political risk assessment. His expertise lies in analyzing how political events influence market dynamics, providing critical insights into investment strategies amid political uncertainty. Guillaume Paillat: Guillaume Paillat is a European Equity Analyst at Aviva Investors, with a focus on French and broader European markets. With extensive experience in market analysis and investment research, Guillaume offers valuable perspectives on how political changes, such as snap elections, impact regional equities and market stability.