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
Reports LibraryShowing All Results
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
23 Feb 25
German Election Update: An Economy Class Seat Instead of 1st Class to the Right Destination
#Germany#CDU#SPD#FDP#NATO#German Politics#Chancellor of Germany#German Bundestag#EU NATO#German Constitution#German Parliament#German Election Results#AfD (Alternative for Germany)#German Elections#Free Democrats (FDP)#German Equities#CDU/CSU#Social Democratic Party (SPD)#Christian Democratic Union (CDU)##Bundestag Wahl
A Midnight Update on the German Elections. ( sorry for typos etc. they will be righted in the report version) On balance this was an ok result. Not a dream ticket, But one that will begin to move Germany towards econimic revival. Among European equities Germany is... Read More
18 Jan 21
Germany - Then There Were Three
#Elections#Germany#Strategy Archive#Angela Merkel#Christian Democratic Union (CDU)#Armin Laschet#Friedrich Merz#Markus Söder (CSU)
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
24 Feb 20
MM Hamburger Mincemeat
#Elections#Germany#Strategy Archive#Green party#Social Democratic Party (SPD)#Christian Democratic Union (CDU)#Hamburg
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
24 Mar 00
Germany's New Iron Lady Note
#Elections#Politics#Leadership#Germany#Strategy Archive#Angela Merkel#Christian Democratic Union (CDU)
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
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us