Heinz Schulte  will discuss the implications for investors of the seismic shift underway in German politics. The markets will be watching whether the established political parties will have enough support to create the super-majority necessary to modify/reform Germany’s constitutional debt brake. But this election has been dominated by immigration like no other. Heinz will argue that investors need to realise that the lens through which they used to analyse Germany may no longer be fit for purpose.    

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