Summary
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.
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.