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
15 Jun 97
EMU
#Politics#Strategy Archive#Stability Pact#European Union#Market Reaction#Bundesbank#European Economic Area (EMU)#French President Jospin#German Chancellor Helmut Kohl#Maastricht Budget Deficit Criterion#Compromise#EMU Implementation
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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