Growing hopes for an industrial renaissance in Germany

Germany’s reform package marks a significant policy shift. Paired with major public investment, these structural reforms could lift confidence and strengthen growth over time. As momentum builds, Germany’s renewal could support a more competitive and resilient economic future across Europe.

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Growing hopes for an industrial renaissance...

German reforms: what do they mean for European equities?

Germany’s shift towards an investment-led growth model reinforces Europe’s long-term capex story. For investors, we see the strongest opportunities in German small- and mid-caps as well as companies benefiting from Europe’s reindustrialisation.

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German reforms: what do they mean for European...

Authors

RC - Author - DEFEND Monica
Head of Amundi Investment Institute & Chief Strategist
RC - Author - Vincent Mortier
Group Chief Investment Officer, Amundi