Investment Strategy Podcast

German elections: implications for the economy and markets

Guy Ertz, Deputy Global CIO, Stephan Kemper, Chief Investment Strategist

German elections: implications for the economy and markets

Stephan Kemper, Chief Investment Strategist, and Guy Ertz, Deputy Global Chief Investment Officer, discuss the impact of the German elections from a macroeconomic perspective and the implications for the markets.

Guy Ertz
Guy Ertz
28-02-2025
11 mins

 

 

 


SNAPSHOT

Stephan Kemper, Chief Investment Strategist in Germany
Stephan Kemper, Chief Investment Strategist in Germany
26-02-2026
7 mins
#PODCAST #SNAPSHOT

The value stock revolution

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
19-03-2026
8 mins
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European Banks: further to go

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
19-02-2026
7 mins