German Election - not 1st class but may get us there

Strategy Report ·QS Team ·24 Feb 2025

#FDP #Europe (Germany #Helmut Kohl #Chancellor of Germany #Chancellor Helmut Kohl #German Chancellor Helmut Kohl #German Bundestag #German Constitution #AfD (Alternative for Germany) #Free Democrats (FDP) #CDU/CSU #Christian Democratic Union (CDU) #Markus Söder (CSU) #AfD #German Federal Election #BSW Bundnis Sahra Wagenknect #Friedrich Mertz
 We are staying long German equities, particularly defence, on the grounds that the election result will result in economic reform and state investment in key sectors like the military and productivity boosting mechanisms laid out in the Draghi and Letta reports. 
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