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Our recent trip to Munich, Germany suggests there is some room for optimism for the largest economy in Europe
Our recent trip to Munich, Germany suggests there is some room for optimism for the largest economy in Europe. 55% of surveyed companies said current trading conditions are positive versus 20% who said negative. This is in contrast to the more widely held view that Europe has fallen to pieces. The Ukraine situation is not helpful but its impact does not seem to be, at this time, as negative as it is portrayed by the media. German and Austrian firms really do seem to be innovation leaders as we highlight some examples in our observations. (VIEW LINK)
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Nathan Lim is the Chief Investment Officer at Lonsec Holdings. He is responsible for building and managing Lonsec’s suite of investment solutions, devising strategies for growth and acting as the liaison with the market. Nathan has industry-recognised expertise, having won multiple awards for portfolio management and fund selection in both conventional and Responsible Investment categories.
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