Quarterly Outlook

Quarterly Outlook

Viva la Revolución! As a younger generation of voters with a greener vision of the future prepare to flex their muscles, Germany – and Europe – may never be the same again. Will this be a welcome change or a dangerous one?

Plan your investment strategy for Q3 2021 with expert commentary from our team of in-house analysts.

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Topics covered in the Q3 Outlook

  • A European Revolution
    Can the Greens win a pivotal election in Germany? If they do, EU debt could start to spiral.
  • Decarbonisation is Europe’s last chance to prosper
    These 40 stocks could be set to benefit as Europe looks to reduce its carbon footprint.
  • Bonds the beating heart of the European revolution
    A new German government and the issuance of communitarian liability bonds should translate to higher bund yields.
  • Nervous summer ahead of German election
    Until the dust settles on the German election, USD bears could suffer a “walk in the desert”.
  • Commodity rally not yet out of fuel
    Is the commodity boom cyclical or structural? The prospect of a supercycle should not be sniffed at.
  • Europe – a new hub for digital assets?
    As European nations begin to test-drive new digital currencies, will there be a regulatory backlash?
  • Asia investors looking to Europe should focus on the UK
    There are a number of potential tailwinds for a long-term bullish stance on UK assets.
  • The Greens come of age
    Germany is on the brink of a historic political shift. What would a Green election win mean for the markets?

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