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  1. German Coalition: 'Jamaica' Fails to Materialize – Markets Stay Calm

    German Coalition: 'Jamaica' Fails to Materialize – Markets Stay Calm 

    After the breakdown of coalition talks, we favor French equities over their German counterparts. Italian bonds could be vulnerable to higher political risks.

  2. German Election: Merkel Weakened – Heightened Uncertainty

    German Election: Merkel Weakened – Heightened Uncertainty

    Angela Merkel wins fourth term. Focus now turns to the coalition she needs to forge.

  3. German Election 2017: Not a Market Game Changer

    German Election 2017: Not a Market Game Changer

    Angela Merkel is in the best position to win the German election, however uncertainty prevails regarding the coalition. We retain our positive view on German equities.

  4. Looking Ahead to 2030: Economy Forecast for Industrialized Countries

    Looking Ahead to 2030: Economy Forecast for Industrialized Countries

    The global economy has been hit strongly by the financial crisis and the fundamentals of many countries have changed dramatically. Hence, the scope for sustainable growth seems of increased interest. According to varying assumptions on the growth determinants we have developed estimations of potential output for seven industrialized countries until 2030.