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. Read More
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24 Feb 25
German Election - not 1st class but may get us there
#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
12 Jun 97
EMU
#Strategy Archive#European Union#European Commission#Bank of France#Jospin#Jacques Chirac#Helmut Kohl#International Meetings#Stability and Growth Pact#Monetary Policy Council#Amsterdam EU Summit#Maastricht Treaty Revisions#Santer#G7 Summit in Denver#European Economic Community (EMU)#Fiscal Priorities#Employment Policy
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. Read More
02 Jun 97
EMU
#Monetary Policy#France#Germany#Strategy Archive#Fiscal Policy#Stability Pact#Italy#Switzerland#Economic Policy#European Union#Bundesbank#EMU (Eurozone)#International Monetary Conference#Luxembourg#Zermatt#Frankfurt#Paris#Juergen Stark#Jacques Chirac#Helmut Kohl#Chancellor of Germany#President of France#Bundesbank Law Amendment#Gold Reserves#Amsterdam
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. Read More
02 Jun 97
FR
#Elections#Politics#France#Germany#Strategy Archive#Economy#Fiscal Policy#European Union#Sterling#Bundesbank#Helmut Kohl#Communism#DM
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. Read More
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