The UK Investor Magazine was thrilled to welcome Michael Field, Chief Equity Market Strategist EMEA at Morningstar, back to the podcast to explore the German election and the potential impact on equities.

We start by looking at the major influences on the German elections, including immigration and cost of living, and the consensus regarding possible results. Michael outlines investor positioning going into the election and what the main policies investors should be aware of.

We explore the sectors that could benefit most, and Michael highlights individual stocks his team have picked out as possible beneficiaries of the election.

Elections can dramatically impact equities, and we look at possible market reactions and how the base case result impacts German elections in the immediate and longer-term reaction. 

To finish off, we explore the alternative scenario in the case Merz’s CDU is not the biggest party and what the fallout could be.

Hosted on Acast. See acast.com/privacy for more information.