Morgan Stanley here in Adelaide have released their September Investment Viewpoint.
"Australia and Germany head to the polls on the 7th and 22nd of September respectively. Barring any surprises, we expect the outcomes in both cases are unlikely to upset markets...We are cautiously optimistic and feel the worst is over, but Europe’s recovery is still fragile and the level of public debt remains a burden."
Read more: Morgan Stanley Investment Viewpoint September 2013