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

Strategy Report ·QS Team ·24 Feb 2025

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.

#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 Read More
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EMU

Archive Report ·David Roche ·06 Jun 1997

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Monetary Policy#Strategy Archive#Fiscal Policy#President Jacques Chirac#Italian Prime Minister Silvio Prodi#European Finance Ministers#Stability and Growth Pact#Monetary Policy Council#International Meetings#Professional Investors#Council Meeting#Chancellor Helmut Kohl#Bundesbank#EU Summit#EMU (Eurozone)#Economic Policy#European Union#Bank of France Read More
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