While tax issues in the campaign may not be at the fore yet, Steffen believes they will crystallize if no action is taken by a lame duck Congress to extend the Bush tax cuts in some form.

FORBES: Obama Vs. Romney: What This Election Means For Investors

The latter points are critical for investors, and Steffen explains that the dividend debate will be particularly interesting to watch.

FORBES: Obama Vs. Romney: What This Election Means For Investors

"The contribution from international creditors will not change, " said German government spokesman Steffen Seibert, noting that 10bn euro package was "already very large".

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