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
28-02-2025
11 mins
11 mins
CATEGORY
PODCAST
#PODCAST
Tariff Man
Edmund Shing, Chief Investment Officer, and Guy Ertz, Deputy Chief Investment Officer, discuss Donald Trump’s tariff announcements, his real intentions and the potential impact.
Edmund Shing
06-02-2025
10 mins
06-02-2025
10 mins
#PODCAST
US growth concerns and the attractions of infrastructure
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the potential disconnect between the stock market rebound and the risk of US economic growth slowing down.
Edmund Shing
21-05-2025
9 mins
21-05-2025
9 mins
#PODCAST
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
28-02-2025
11 mins
28-02-2025
11 mins
