Morningstar: Political clarity could lift German equities
The upcoming election in Europe’s largest economy may provide a tailwind
politics
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Chancellor labels net zero the ‘industrial opportunity of the 21st century’
In a major speech to business leaders, Reeves reiterated the government’s backing for net zero schemes
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Nordea AM’s Claus Vorm: No equities sell-off triggered by US election but yields could rise
Policy impacts ‘more predictable’ than in 2016
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Quilter: Fund groups expect Labour’s policies to enhance economic growth
Investors expect economy to grow 1.22% in 2025, up from 0.98%, according to Quilter’s Investor Trends Survey
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Investors are too optimistic about the second half of the year, warn Natixis strategists
This year’s rally could be brought to a halt by politics, especially the US election